-60.8%
EOSE vs TRMB
+17.4%
-78.1%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.4% | -2.4% | -2.3% |
| 7D | +1.8% | -3.0% | +4.8% | +4.5% |
| 30D | -6.8% | +2.3% | -9.2% | -9.3% |
| 3M | -36.3% | +15.3% | -51.6% | -45.6% |
| 6M | -38.8% | -14.7% | -24.1% | -31.1% |
| YTD | -65.5% | -26.4% | -39.1% | -56.0% |
| 1Y | -45.3% | -30.4% | -14.9% | -26.0% |
| 3Y | +44.2% | +13.5% | +30.6% | +7.1% |
| 5Y | -69.5% | -38.6% | -30.9% | -55.8% |
| All | -60.8% | +17.4% | -78.1% | -37.9% |
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