+76.8%
HBAN vs TRMB
+10.8%
+66.0%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +1.1% |
| 7D | -1.9% | -5.4% | +3.5% | +0.6% |
| 30D | -5.9% | -2.0% | -3.9% | -5.3% |
| 3M | +0.2% | +12.3% | -12.1% | -6.1% |
| 6M | +6.6% | -17.6% | +24.3% | +16.1% |
| YTD | -1.7% | -27.5% | +25.7% | +14.0% |
| 1Y | -1.7% | -29.1% | +27.4% | +14.8% |
| All | +76.8% | +10.8% | +66.0% | +58.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling