-5.1%
DASH vs TRMB
-15.2%
+10.1%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -1.1% | -8.3% | -8.6% |
| 7D | +0.5% | -17.9% | +18.4% | +12.1% |
| 30D | -7.1% | -12.0% | +4.9% | -1.5% |
| 3M | -13.2% | -8.4% | -4.8% | -11.1% |
| 6M | +8.3% | -21.5% | +29.8% | +23.5% |
| YTD | -20.6% | -31.5% | +11.0% | -0.2% |
| 1Y | -24.4% | -33.4% | +9.0% | -3.3% |
| 3Y | +94.5% | +26.5% | +68.0% | +39.4% |
| 5Y | -9.4% | -37.9% | +28.5% | +17.1% |
| All | -5.1% | -15.2% | +10.1% | +2.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling