+250.7%
HOOD vs TRMB
-29.8%
+280.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.0% | -1.1% |
| 7D | +17.1% | -2.5% | +19.6% | +20.2% |
| 30D | +31.6% | +1.5% | +30.1% | +29.3% |
| 3M | +38.2% | +6.8% | +31.5% | +26.1% |
| 6M | +48.5% | -14.9% | +63.5% | +69.8% |
| YTD | +8.0% | -24.1% | +32.1% | +38.6% |
| 1Y | +18.7% | -25.4% | +44.0% | +55.8% |
| 3Y | +999.1% | +8.0% | +991.1% | +936.9% |
| 5Y | +181.7% | -37.3% | +219.0% | +310.8% |
| All | +250.7% | -29.8% | +280.5% | +540.4% |
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