+9.0%
HCA vs TRMB
-31.2%
+40.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | -17.3% | +27.7% | +9.9% |
| 7D | +10.2% | -15.7% | +25.9% | +9.5% |
| 30D | +17.4% | -7.8% | +25.2% | +15.2% |
| 3M | +27.7% | -9.3% | +37.0% | +25.5% |
| 6M | +20.0% | -20.8% | +40.8% | +16.9% |
| YTD | +10.0% | -30.8% | +40.7% | +10.3% |
| 1Y | +9.0% | -31.0% | +40.0% | +8.8% |
| All | +9.0% | -31.2% | +40.2% | +8.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling