+356.7%
EAT vs TRMB
-38.3%
+395.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.1% | -2.5% | -2.0% |
| 7D | -3.9% | -17.0% | +13.0% | +3.2% |
| 30D | +5.0% | -9.0% | +14.0% | +7.5% |
| 3M | -9.6% | -8.1% | -1.5% | -8.5% |
| 6M | +46.8% | -10.1% | +56.8% | +49.2% |
| YTD | +41.8% | -30.2% | +72.0% | +64.4% |
| 1Y | +98.3% | -30.7% | +129.0% | +129.8% |
| 3Y | +503.1% | +32.6% | +470.4% | +357.7% |
| 5Y | +356.7% | -38.1% | +394.8% | +403.8% |
| All | +356.7% | -38.3% | +395.0% | +403.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling