+5,696.4%
HON vs TRMB
+3,381.2%
+2,315.2%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.0% | +1.1% |
| 7D | -3.6% | -2.5% | -1.1% | -3.2% |
| 30D | -15.3% | +1.5% | -16.8% | -15.6% |
| 3M | -7.9% | +6.8% | -14.7% | -9.2% |
| 6M | -18.1% | -14.9% | -3.1% | -16.1% |
| YTD | +3.8% | -24.1% | +27.9% | +8.3% |
| 1Y | +0.5% | -25.4% | +25.9% | +5.0% |
| 3Y | +19.8% | +8.0% | +11.8% | +16.1% |
| 5Y | +2.9% | -37.3% | +40.2% | +8.3% |
| 10Y | +134.6% | +116.8% | +17.8% | +98.7% |
| All | +5,696.4% | +3,381.2% | +2,315.2% | +3,140.4% |
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