+168.1%
DAL vs TRMB
+26.2%
+141.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.1% | -3.2% | -3.7% |
| 7D | +4.6% | -17.9% | +22.5% | +14.1% |
| 30D | +2.3% | -12.0% | +14.3% | +6.8% |
| 3M | -8.1% | -8.4% | +0.3% | -7.0% |
| 6M | +21.4% | -21.5% | +43.0% | +35.1% |
| YTD | +24.3% | -31.5% | +55.9% | +51.6% |
| 1Y | +47.4% | -33.4% | +80.8% | +83.1% |
| All | +168.1% | +26.2% | +141.8% | +117.8% |
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