+25.0%
HL vs TRMB
-31.2%
+56.2%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | -17.3% | +30.5% | +13.3% |
| 7D | +0.2% | -15.7% | +15.9% | -0.1% |
| 30D | -12.1% | -7.8% | -4.4% | -14.3% |
| 3M | -2.8% | -9.3% | +6.5% | -5.0% |
| 6M | -14.9% | -20.8% | +5.9% | -12.8% |
| YTD | -22.0% | -30.8% | +8.7% | -11.8% |
| 1Y | +25.0% | -31.0% | +56.0% | +43.9% |
| All | +25.0% | -31.2% | +56.2% | +43.9% |
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