-94.8%
HTZ vs TRMB
-38.4%
-56.4%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -1.1% | -19.7% | -20.2% |
| 7D | -7.7% | -17.9% | +10.2% | +0.7% |
| 30D | -13.1% | -12.0% | -1.1% | -8.9% |
| 3M | +14.7% | -8.4% | +23.2% | +16.8% |
| 6M | -70.6% | -21.5% | -49.1% | -67.7% |
| YTD | -65.2% | -31.5% | -33.6% | -58.3% |
| 1Y | -73.2% | -33.4% | -39.8% | -67.3% |
| 3Y | -80.8% | +26.5% | -107.3% | -85.4% |
| 5Y | -94.8% | -37.9% | -56.9% | -93.4% |
| All | -94.8% | -38.4% | -56.4% | -93.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling