-11.2%
HSY vs TRMB
+11.9%
-23.1%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | -0.5% |
| 7D | -3.0% | -2.9% | -0.1% | -2.8% |
| 30D | -5.0% | -1.8% | -3.3% | -5.0% |
| 3M | -1.3% | +8.4% | -9.7% | -1.6% |
| 6M | -21.5% | -18.5% | -3.0% | -21.2% |
| YTD | -3.3% | -26.7% | +23.5% | -2.4% |
| 1Y | -5.5% | -28.3% | +22.8% | -4.6% |
| All | -11.2% | +11.9% | -23.1% | -13.1% |
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 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