-21.6%
DASH vs TRMB
-36.2%
+14.6%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.6% | -1.6% |
| 7D | -2.8% | -16.6% | +13.8% | +7.6% |
| 30D | -9.3% | -8.9% | -0.4% | -6.2% |
| 3M | -15.1% | -6.3% | -8.7% | -14.4% |
| 6M | +8.7% | -10.0% | +18.7% | +12.6% |
| YTD | -21.3% | -30.1% | +8.8% | -1.6% |
| 1Y | -12.7% | -31.3% | +18.6% | +10.0% |
| 3Y | +103.8% | +30.8% | +73.0% | +35.5% |
| All | -21.6% | -36.2% | +14.6% | +10.0% |
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