+635.5%
EAT vs TRMB
+13.5%
+622.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +1.0% |
| 7D | 0.0% | -2.5% | +2.5% | +1.0% |
| 30D | +1.9% | +1.5% | +0.4% | +0.9% |
| 3M | +68.7% | +6.8% | +61.9% | +62.6% |
| 6M | +66.9% | -14.9% | +81.8% | +77.3% |
| YTD | +60.4% | -24.1% | +84.5% | +79.0% |
| 1Y | +44.0% | -25.4% | +69.4% | +61.0% |
| All | +635.5% | +13.5% | +622.1% | +582.6% |
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