+13.0%
TRMB vs HBM
+506.5%
-493.5%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -2.3% |
| 7D | -2.9% | +5.5% | -8.4% | -3.7% |
| 30D | -1.8% | +3.3% | -5.1% | -2.4% |
| 3M | +8.4% | +12.7% | -4.2% | +5.8% |
| 6M | -18.5% | +28.2% | -46.7% | -23.1% |
| YTD | -26.7% | +45.3% | -72.0% | -33.8% |
| 1Y | -28.3% | +121.7% | -150.0% | -41.6% |
| All | +13.0% | +506.5% | -493.5% | -35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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