-86.4%
HTZ vs TRMB
-37.2%
-49.2%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.4% | +1.9% |
| 7D | +7.5% | -2.5% | +10.0% | +8.9% |
| 30D | +47.4% | +1.5% | +45.9% | +45.2% |
| 3M | -54.9% | +6.8% | -61.7% | -57.6% |
| 6M | -47.0% | -14.9% | -32.1% | -43.0% |
| YTD | -55.3% | -24.1% | -31.2% | -48.5% |
| 1Y | -57.6% | -25.4% | -32.3% | -51.0% |
| 3Y | -86.6% | +8.0% | -94.6% | -88.2% |
| All | -86.4% | -37.2% | -49.2% | -85.0% |
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