-5.2%
DASH vs TRMB
-14.4%
+9.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.7% |
| 7D | +0.4% | -16.7% | +17.1% | +10.8% |
| 30D | -6.0% | -9.9% | +3.9% | -2.1% |
| 3M | -15.8% | -7.6% | -8.2% | -14.2% |
| 6M | +7.0% | -14.7% | +21.6% | +15.1% |
| YTD | -20.7% | -30.9% | +10.3% | -0.9% |
| 1Y | -8.5% | -31.3% | +22.8% | +14.0% |
| 3Y | +101.8% | +29.4% | +72.4% | +41.9% |
| 5Y | -9.6% | -37.4% | +27.8% | +16.2% |
| All | -5.2% | -14.4% | +9.2% | +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