+4.8%
DASH vs TRMB
-14.2%
+19.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -17.3% | +25.6% | +20.1% |
| 7D | +17.2% | -15.7% | +32.9% | +28.2% |
| 30D | +3.6% | -7.8% | +11.3% | +5.9% |
| 3M | -1.9% | -9.3% | +7.4% | +1.2% |
| 6M | +15.1% | -20.8% | +35.9% | +30.3% |
| YTD | -12.3% | -30.8% | +18.4% | +9.3% |
| 1Y | -17.2% | -31.0% | +13.7% | +3.0% |
| 3Y | +114.7% | +27.9% | +86.8% | +52.5% |
| 5Y | -4.3% | -37.4% | +33.1% | +22.9% |
| All | +4.8% | -14.2% | +19.0% | +11.6% |
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 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