+113.0%
HOOD vs TRMB
-38.3%
+151.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.9% | +2.3% | +2.4% |
| 7D | -4.8% | -16.7% | +11.9% | +9.1% |
| 30D | -26.1% | -9.9% | -16.2% | -21.6% |
| 3M | -10.8% | -7.6% | -3.2% | -8.1% |
| 6M | +2.4% | -14.7% | +17.0% | +11.5% |
| YTD | -28.5% | -30.9% | +2.5% | -3.3% |
| 1Y | -36.3% | -31.3% | -5.0% | -13.3% |
| 3Y | +743.7% | +29.4% | +714.3% | +554.8% |
| All | +113.0% | -38.3% | +151.3% | +256.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling