+972.9%
HBAN vs TRMB
+3,260.0%
-2,287.1%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.3% | +1.6% | -0.3% |
| 7D | -1.5% | -2.9% | +1.4% | -0.9% |
| 30D | -5.5% | -1.8% | -3.7% | -5.3% |
| 3M | -0.2% | +8.4% | -8.6% | -2.2% |
| 6M | +5.2% | -18.5% | +23.7% | +9.2% |
| YTD | -2.3% | -26.7% | +24.4% | +3.5% |
| 1Y | -2.2% | -28.3% | +26.1% | +4.0% |
| 3Y | +73.8% | +12.6% | +61.3% | +68.4% |
| 5Y | +35.2% | -38.7% | +73.9% | +46.5% |
| 10Y | +155.4% | +120.8% | +34.6% | +117.3% |
| All | +972.9% | +3,260.0% | -2,287.1% | +563.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling