-58.5%
HUBS vs TRMB
+12.4%
-70.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | -0.3% |
| 7D | -9.0% | -3.0% | -6.0% | -6.7% |
| 30D | +7.2% | +2.3% | +4.9% | +6.0% |
| 3M | +20.9% | +15.3% | +5.5% | +10.3% |
| 6M | -13.0% | -14.7% | +1.7% | -1.8% |
| YTD | -43.8% | -26.4% | -17.4% | -30.4% |
| 1Y | -54.6% | -30.4% | -24.2% | -42.1% |
| 3Y | -58.5% | +13.5% | -72.0% | -58.9% |
| All | -58.5% | +12.4% | -70.9% | -58.9% |
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