+124.4%
HSY vs TRMB
+102.3%
+22.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.6% |
| 7D | -2.1% | +2.8% | -5.0% | -2.5% |
| 30D | +6.1% | -5.9% | +12.0% | +6.4% |
| 3M | -5.6% | -3.3% | -2.3% | -5.7% |
| 6M | -9.5% | +1.3% | -10.9% | -10.3% |
| YTD | -2.1% | -29.0% | +26.9% | +1.1% |
| 1Y | +0.8% | -27.8% | +28.5% | +3.8% |
| 3Y | -2.1% | +36.3% | -38.4% | -9.1% |
| 5Y | +11.2% | -35.8% | +47.1% | +14.2% |
| All | +124.4% | +102.3% | +22.1% | +79.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling