-4.5%
DASH vs TRMB
-13.5%
+9.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.3% | 0.0% |
| 7D | -4.8% | -17.0% | +12.2% | +5.3% |
| 30D | -7.9% | -9.0% | +1.1% | -4.7% |
| 3M | -16.3% | -8.1% | -8.2% | -14.4% |
| 6M | +10.4% | -10.1% | +20.5% | +14.4% |
| YTD | -20.1% | -30.2% | +10.1% | -0.9% |
| 1Y | -11.4% | -30.7% | +19.3% | +9.7% |
| 3Y | +114.1% | +32.6% | +81.5% | +47.6% |
| 5Y | -5.8% | -38.1% | +32.4% | +21.9% |
| All | -4.5% | -13.5% | +9.0% | +1.2% |
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