+325.9%
EAT vs TRMB
+109.2%
+216.7%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.2% | -0.3% | +0.7% |
| 7D | -8.9% | +4.1% | -13.1% | -11.4% |
| 30D | +3.4% | -5.1% | +8.5% | +4.1% |
| 3M | -9.3% | -2.6% | -6.7% | -11.3% |
| 6M | +43.8% | -2.7% | +46.5% | +39.2% |
| YTD | +39.9% | -27.9% | +67.8% | +65.2% |
| 1Y | +89.7% | -29.0% | +118.7% | +125.3% |
| 3Y | +491.3% | +35.0% | +456.3% | +308.4% |
| 5Y | +365.4% | -33.9% | +399.3% | +443.0% |
| 10Y | +325.9% | +106.1% | +219.8% | +96.2% |
| All | +325.9% | +109.2% | +216.7% | +96.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling