+176.1%
ET vs TRMB
+118.7%
+57.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.6% |
| 7D | +1.4% | -5.4% | +6.8% | +3.5% |
| 30D | +4.6% | -2.0% | +6.5% | +5.1% |
| 3M | +16.0% | +12.3% | +3.7% | +10.0% |
| 6M | +22.8% | -17.6% | +40.4% | +30.6% |
| YTD | +38.9% | -27.5% | +66.3% | +54.5% |
| 1Y | +34.1% | -29.1% | +63.2% | +49.7% |
| 3Y | +98.8% | +11.5% | +87.3% | +77.8% |
| 5Y | +246.8% | -39.5% | +286.3% | +294.6% |
| All | +176.1% | +118.7% | +57.4% | +34.8% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling