+28.0%
HON vs TRMB
+34.0%
-5.9%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | +1.4% | +2.8% | -1.4% | +0.8% |
| 30D | +7.5% | -5.9% | +13.3% | +8.0% |
| 3M | -4.3% | -3.3% | -1.0% | -4.8% |
| 6M | -1.5% | +1.3% | -2.9% | -3.4% |
| YTD | +10.5% | -29.0% | +39.5% | +19.6% |
| 1Y | +8.5% | -27.8% | +36.3% | +16.5% |
| 3Y | +28.0% | +36.3% | -8.3% | +11.6% |
| All | +28.0% | +34.0% | -5.9% | +11.6% |
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