+105.0%
DAL vs TRMB
+103.0%
+2.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.2% | -4.1% | -4.6% |
| 7D | +1.4% | +4.1% | -2.7% | -0.9% |
| 30D | +9.1% | -7.0% | +16.1% | +11.2% |
| 3M | -3.5% | -0.9% | -2.6% | -5.7% |
| 6M | +23.4% | -1.2% | +24.6% | +20.0% |
| YTD | +26.0% | -28.7% | +54.8% | +47.7% |
| 1Y | +44.6% | -32.1% | +76.7% | +74.3% |
| 3Y | +162.7% | +33.4% | +129.3% | +112.0% |
| 5Y | +113.0% | -35.6% | +148.6% | +153.5% |
| All | +105.0% | +103.0% | +2.0% | +28.8% |
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 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