+31.6%
HPQ vs TRMB
-28.6%
+60.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +1.4% | +7.0% | +7.7% |
| 7D | +9.8% | -3.0% | +12.8% | +11.4% |
| 30D | +22.4% | +2.3% | +20.0% | +20.3% |
| 3M | +45.2% | +15.3% | +29.8% | +34.4% |
| 6M | +96.4% | -14.7% | +111.1% | +109.3% |
| YTD | +65.4% | -26.4% | +91.8% | +92.1% |
| 1Y | +31.6% | -30.4% | +62.0% | +53.5% |
| All | +31.6% | -28.6% | +60.2% | +53.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling