+419.5%
HL vs TRMB
+11.9%
+407.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.3% | +4.3% | +2.7% |
| 7D | +0.4% | -2.9% | +3.3% | +1.4% |
| 30D | +18.8% | -1.8% | +20.6% | +19.5% |
| 3M | +43.7% | +8.4% | +35.3% | +39.2% |
| 6M | -1.0% | -18.5% | +17.5% | +5.7% |
| YTD | +8.7% | -26.7% | +35.5% | +20.7% |
| 1Y | +105.0% | -28.3% | +133.3% | +129.9% |
| All | +419.5% | +11.9% | +407.6% | +345.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling