+26.4%
HPQ vs TRMB
+10.8%
+15.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.0% | +1.5% |
| 7D | +3.5% | -5.4% | +8.9% | +6.0% |
| 30D | +13.7% | -2.0% | +15.7% | +14.3% |
| 3M | +33.9% | +12.3% | +21.5% | +26.4% |
| 6M | +80.9% | -17.6% | +98.5% | +95.4% |
| YTD | +52.6% | -27.5% | +80.0% | +74.1% |
| 1Y | +21.2% | -29.1% | +50.3% | +39.7% |
| All | +26.4% | +10.8% | +15.6% | +23.4% |
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 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