+4,121.4%
HSY vs TRMB
+3,206.1%
+915.3%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.2% | -1.7% | +1.3% |
| 7D | +1.1% | +4.1% | -3.0% | +0.9% |
| 30D | +7.7% | -5.1% | +12.7% | +7.8% |
| 3M | -2.3% | -2.6% | +0.3% | -2.3% |
| 6M | -5.3% | -2.7% | -2.6% | -5.4% |
| YTD | -0.9% | -27.9% | +27.0% | +0.5% |
| 1Y | +5.2% | -29.0% | +34.3% | +6.8% |
| 3Y | +0.7% | +35.0% | -34.2% | -1.8% |
| 5Y | +12.2% | -33.9% | +46.1% | +13.0% |
| 10Y | +131.1% | +106.1% | +25.0% | +116.9% |
| All | +4,121.4% | +3,206.1% | +915.3% | +3,096.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling