+238.8%
EQX vs TRMB
+79.0%
+159.8%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +1.2% |
| 7D | -3.2% | -3.0% | -0.2% | -2.4% |
| 30D | +7.8% | +2.3% | +5.4% | +7.1% |
| 3M | +21.3% | +15.3% | +6.0% | +16.3% |
| 6M | -22.4% | -14.7% | -7.7% | -19.4% |
| YTD | -11.3% | -26.4% | +15.1% | -4.5% |
| 1Y | +13.5% | -30.4% | +43.9% | +24.0% |
| 3Y | +162.1% | +13.5% | +148.6% | +141.9% |
| 5Y | +84.2% | -38.6% | +122.8% | +92.8% |
| All | +238.8% | +79.0% | +159.8% | +306.3% |
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