+128.1%
DAL vs TRMB
+105.8%
+22.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.1% | +4.2% | +4.7% |
| 7D | +10.0% | -17.0% | +27.0% | +19.9% |
| 30D | +12.0% | -9.0% | +21.0% | +15.7% |
| 3M | +0.8% | -8.1% | +8.9% | +2.9% |
| 6M | +26.2% | -10.1% | +36.2% | +29.7% |
| YTD | +33.7% | -30.2% | +63.9% | +58.6% |
| 1Y | +57.6% | -30.7% | +88.3% | +87.5% |
| 3Y | +183.5% | +32.6% | +150.9% | +129.6% |
| 5Y | +114.2% | -38.1% | +152.3% | +160.9% |
| 10Y | +128.1% | +98.9% | +29.2% | +43.3% |
| All | +128.1% | +105.8% | +22.3% | +43.3% |
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 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