-80.2%
HTZ vs TRMB
+26.2%
-106.4%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -1.1% | -19.7% | -20.3% |
| 7D | -7.7% | -17.9% | +10.2% | -1.3% |
| 30D | -13.1% | -12.0% | -1.1% | -10.2% |
| 3M | +14.7% | -8.4% | +23.2% | +15.8% |
| 6M | -70.6% | -21.5% | -49.1% | -67.9% |
| YTD | -65.2% | -31.5% | -33.6% | -58.6% |
| 1Y | -73.2% | -33.4% | -39.8% | -67.5% |
| All | -80.2% | +26.2% | -106.4% | -88.8% |
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