+153.0%
DASH vs TRMB
+8.5%
+144.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.0% | -3.6% | -4.1% |
| 7D | -10.6% | -2.5% | -8.0% | -9.3% |
| 30D | +2.2% | +1.5% | +0.6% | +1.2% |
| 3M | +32.3% | +6.8% | +25.5% | +27.4% |
| 6M | +19.1% | -14.9% | +34.1% | +28.5% |
| YTD | -6.5% | -24.1% | +17.6% | +6.3% |
| 1Y | -14.9% | -25.4% | +10.5% | -2.6% |
| All | +153.0% | +8.5% | +144.5% | +136.6% |
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