+127.8%
HSY vs TRMB
+118.7%
+9.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.0% | +2.2% | +1.4% |
| 7D | -0.4% | -5.4% | +5.0% | +0.3% |
| 30D | -3.4% | -2.0% | -1.5% | -3.2% |
| 3M | -0.5% | +12.3% | -12.8% | -1.9% |
| 6M | -19.1% | -17.6% | -1.5% | -17.5% |
| YTD | -2.1% | -27.5% | +25.4% | +1.4% |
| 1Y | -3.2% | -29.1% | +25.9% | +0.3% |
| 3Y | -8.8% | +11.5% | -20.3% | -12.5% |
| 5Y | +13.0% | -39.5% | +52.4% | +17.8% |
| All | +127.8% | +118.7% | +9.1% | +77.4% |
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 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