-69.6%
EOSE vs TRMB
-39.0%
-30.7%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.4% | -2.4% | -2.3% |
| 7D | +1.8% | -3.0% | +4.8% | +4.6% |
| 30D | -6.8% | +2.3% | -9.2% | -9.4% |
| 3M | -36.3% | +15.3% | -51.6% | -45.8% |
| 6M | -38.8% | -14.7% | -24.1% | -30.9% |
| YTD | -65.5% | -26.4% | -39.1% | -55.8% |
| 1Y | -45.3% | -30.4% | -14.9% | -25.5% |
| 3Y | +44.2% | +13.5% | +30.6% | +4.9% |
| All | -69.6% | -39.0% | -30.7% | -55.9% |
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 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