+179.9%
DAL vs TRMB
+32.5%
+147.4%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | +10.7% | -16.6% | +27.3% | +19.8% |
| 30D | +12.5% | -8.9% | +21.4% | +15.1% |
| 3M | +3.6% | -6.3% | +10.0% | +3.6% |
| 6M | +26.7% | -10.0% | +36.7% | +29.3% |
| YTD | +34.3% | -30.1% | +64.4% | +62.0% |
| 1Y | +59.1% | -31.3% | +90.4% | +94.0% |
| 3Y | +179.9% | +30.8% | +149.0% | +125.8% |
| All | +179.9% | +32.5% | +147.4% | +125.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling