+35.9%
EIX vs TRMB
+102.3%
-66.5%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.7% | +0.4% |
| 7D | +1.4% | +2.8% | -1.5% | +0.7% |
| 30D | +8.5% | -5.9% | +14.4% | +9.2% |
| 3M | -13.5% | -3.3% | -10.2% | -13.5% |
| 6M | -12.4% | +1.3% | -13.7% | -13.6% |
| YTD | +5.9% | -29.0% | +34.9% | +12.7% |
| 1Y | +7.6% | -27.8% | +35.4% | +13.9% |
| 3Y | +12.8% | +36.3% | -23.5% | +0.5% |
| 5Y | +19.2% | -35.8% | +55.0% | +24.6% |
| All | +35.9% | +102.3% | -66.5% | +5.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling