+9,800.2%
EAT vs TRMB
+3,381.2%
+6,419.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +0.8% |
| 7D | 0.0% | -2.5% | +2.5% | +0.5% |
| 30D | +1.9% | +1.5% | +0.4% | +1.4% |
| 3M | +68.7% | +6.8% | +61.9% | +65.8% |
| 6M | +66.9% | -14.9% | +81.8% | +71.6% |
| YTD | +60.4% | -24.1% | +84.5% | +68.5% |
| 1Y | +44.0% | -25.4% | +69.4% | +51.5% |
| 3Y | +604.7% | +8.0% | +596.7% | +585.7% |
| 5Y | +347.0% | -37.3% | +384.3% | +382.7% |
| 10Y | +390.8% | +116.8% | +274.0% | +338.9% |
| All | +9,800.2% | +3,381.2% | +6,419.1% | +6,078.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling