+123.2%
HSY vs TRMB
+103.0%
+20.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | -1.6% |
| 7D | -2.3% | +4.1% | -6.4% | -2.8% |
| 30D | +6.3% | -7.0% | +13.3% | +6.8% |
| 3M | -5.2% | -0.9% | -4.3% | -5.6% |
| 6M | -8.3% | -1.2% | -7.1% | -8.8% |
| YTD | -2.7% | -28.7% | +26.1% | +0.5% |
| 1Y | +0.1% | -32.1% | +32.2% | +4.0% |
| 3Y | -1.0% | +33.4% | -34.5% | -7.8% |
| 5Y | +10.6% | -35.6% | +46.2% | +13.6% |
| All | +123.2% | +103.0% | +20.1% | +78.1% |
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