+114.2%
HIG vs TRMB
-39.0%
+153.2%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.8% | -0.7% |
| 7D | -1.5% | -3.0% | +1.6% | -0.7% |
| 30D | -0.4% | +2.3% | -2.7% | -1.0% |
| 3M | +6.7% | +15.3% | -8.7% | +2.8% |
| 6M | +2.0% | -14.7% | +16.7% | +5.3% |
| YTD | +0.3% | -26.4% | +26.7% | +7.2% |
| 1Y | +4.2% | -30.4% | +34.6% | +12.7% |
| 3Y | +102.2% | +13.5% | +88.7% | +88.3% |
| All | +114.2% | -39.0% | +153.2% | +127.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling