+68.7%
EAT vs TRMB
-31.5%
+100.2%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.4% | -1.5% |
| 7D | -7.1% | +4.1% | -11.2% | -7.3% |
| 30D | -2.3% | -7.0% | +4.6% | -3.1% |
| 3M | -19.6% | -0.9% | -18.7% | -21.2% |
| 6M | +46.0% | -1.2% | +47.2% | +42.1% |
| YTD | +37.7% | -28.7% | +66.4% | +48.3% |
| All | +68.7% | -31.5% | +100.2% | +81.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling