-31.0%
TRMB vs EQH
+18.6%
-49.6%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | +1.6% | -18.9% | -17.8% |
| 7D | -15.7% | +2.8% | -18.5% | -16.5% |
| 30D | -7.8% | +3.9% | -11.7% | -9.0% |
| 3M | -9.3% | +16.3% | -25.6% | -13.9% |
| 6M | -20.8% | +37.1% | -57.9% | -29.7% |
| YTD | -30.8% | +20.2% | -51.0% | -36.0% |
| 1Y | -31.0% | +17.9% | -48.9% | -35.9% |
| All | -31.0% | +18.6% | -49.6% | -35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 1y: compounded portfolio wealth divided by compounded EQH 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…
1y analysis · Full analysis span regression · 6 months rolling