+3,354.9%
EQT vs TRMB
+3,227.2%
+127.7%
-91.5%
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% | +0.7% |
| 7D | -1.2% | -5.4% | +4.3% | -0.5% |
| 30D | +1.1% | -2.0% | +3.1% | +1.3% |
| 3M | +4.8% | +12.3% | -7.5% | +3.1% |
| 6M | -10.6% | -17.6% | +7.0% | -8.8% |
| YTD | +3.4% | -27.5% | +30.9% | +7.0% |
| 1Y | +8.7% | -29.1% | +37.8% | +12.6% |
| 3Y | +35.0% | +11.5% | +23.5% | +31.7% |
| 5Y | +204.2% | -39.5% | +243.7% | +216.5% |
| 10Y | +52.5% | +118.6% | -66.1% | +36.0% |
| All | +3,354.9% | +3,227.2% | +127.7% | +2,344.1% |
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 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