-21.6%
DASH vs TRMB
-34.2%
+12.6%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.2% | -3.2% | -2.2% |
| 7D | -10.2% | +4.1% | -14.3% | -12.7% |
| 30D | -8.2% | -5.1% | -3.2% | -7.9% |
| 3M | -15.9% | -2.6% | -13.3% | -17.7% |
| 6M | +13.3% | -2.7% | +16.0% | +10.6% |
| YTD | -21.3% | -27.9% | +6.6% | -3.8% |
| 1Y | -11.1% | -29.0% | +17.9% | +9.2% |
| 3Y | +103.8% | +35.0% | +68.8% | +32.5% |
| 5Y | -21.6% | -33.9% | +12.3% | +7.5% |
| All | -21.6% | -34.2% | +12.6% | +7.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling