+155.3%
HBAN vs TRMB
+121.9%
+33.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.7% | +0.1% |
| 7D | -1.0% | -3.0% | +2.0% | +0.5% |
| 30D | -5.6% | +2.3% | -7.9% | -7.0% |
| 3M | -1.1% | +15.3% | -16.5% | -8.8% |
| 6M | +9.9% | -14.7% | +24.6% | +17.3% |
| YTD | -0.9% | -26.4% | +25.5% | +13.3% |
| 1Y | -1.4% | -30.4% | +29.0% | +15.6% |
| 3Y | +78.2% | +13.5% | +64.7% | +59.8% |
| 5Y | +37.0% | -38.6% | +75.6% | +61.9% |
| All | +155.3% | +121.9% | +33.4% | +56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded TRMB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling