+38.4%
TRMB vs HBM
+438.5%
-400.1%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | 0.0% | +3.2% | +3.2% |
| 7D | +4.1% | -1.3% | +5.4% | +4.2% |
| 30D | -5.1% | -14.8% | +9.8% | -3.3% |
| 3M | -2.6% | -20.7% | +18.1% | -0.2% |
| 6M | -2.7% | -13.9% | +11.2% | -2.3% |
| YTD | -27.9% | +10.6% | -38.5% | -32.6% |
| 1Y | -29.0% | +32.4% | -61.4% | -36.3% |
| All | +38.4% | +438.5% | -400.1% | -19.0% |
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