+949.4%
HIG vs TRMB
+1,925.9%
-976.5%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.3% | +3.0% | +1.3% |
| 7D | -0.5% | -2.9% | +2.4% | +0.3% |
| 30D | -2.8% | -1.8% | -1.0% | -2.4% |
| 3M | +6.3% | +8.4% | -2.1% | +3.6% |
| 6M | -0.1% | -18.5% | +18.4% | +4.9% |
| YTD | +0.4% | -26.7% | +27.2% | +8.3% |
| 1Y | +6.2% | -28.3% | +34.5% | +14.8% |
| 3Y | +101.6% | +12.6% | +89.0% | +87.5% |
| 5Y | +119.8% | -38.7% | +158.6% | +136.7% |
| 10Y | +311.7% | +120.8% | +191.0% | +203.8% |
| All | +949.4% | +1,925.9% | -976.5% | +375.5% |
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