+104.3%
DAL vs TRMB
+102.3%
+2.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | -1.1% | +2.8% | -3.9% | -2.6% |
| 30D | +12.8% | -5.9% | +18.7% | +14.2% |
| 3M | -5.3% | -3.3% | -2.0% | -6.1% |
| 6M | +22.4% | +1.3% | +21.0% | +17.2% |
| YTD | +25.6% | -29.0% | +54.6% | +47.5% |
| 1Y | +45.5% | -27.8% | +73.3% | +69.2% |
| 3Y | +161.0% | +36.3% | +124.7% | +108.1% |
| 5Y | +112.2% | -35.8% | +148.1% | +153.1% |
| All | +104.3% | +102.3% | +2.0% | +28.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling