+312.6%
EAT vs TRMB
-39.0%
+351.6%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.3% | -0.9% | -2.0% |
| 7D | -6.8% | -2.9% | -3.9% | -5.4% |
| 30D | -5.4% | -1.8% | -3.6% | -5.0% |
| 3M | +42.8% | +8.4% | +34.3% | +35.1% |
| 6M | +56.5% | -18.5% | +75.0% | +72.1% |
| YTD | +50.0% | -26.7% | +76.8% | +74.0% |
| 1Y | +38.3% | -28.3% | +66.6% | +61.2% |
| 3Y | +591.6% | +12.6% | +579.1% | +495.9% |
| 5Y | +312.6% | -38.7% | +351.3% | +399.1% |
| All | +312.6% | -39.0% | +351.6% | +399.1% |
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