+58.4%
DAL vs TRMB
-31.3%
+89.7%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.1% | +4.2% | +5.0% |
| 7D | +10.0% | -17.0% | +27.0% | +14.4% |
| 30D | +12.0% | -9.0% | +21.0% | +12.0% |
| 3M | +0.8% | -8.1% | +8.9% | +0.2% |
| 6M | +26.2% | -10.1% | +36.2% | +26.3% |
| YTD | +33.7% | -30.2% | +63.9% | +51.9% |
| All | +58.4% | -31.3% | +89.7% | +82.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling