+11.7%
DASH vs TRMB
-6.0%
+17.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.0% | -3.6% | -3.9% |
| 7D | -10.6% | -2.5% | -8.0% | -8.9% |
| 30D | +2.2% | +1.5% | +0.6% | +0.7% |
| 3M | +32.3% | +6.8% | +25.5% | +25.3% |
| 6M | +19.1% | -14.9% | +34.1% | +33.1% |
| YTD | -6.5% | -24.1% | +17.6% | +13.1% |
| 1Y | -14.9% | -25.4% | +10.5% | +3.7% |
| 3Y | +151.9% | +8.0% | +143.9% | +115.7% |
| 5Y | +9.4% | -37.3% | +46.8% | +43.3% |
| All | +11.7% | -6.0% | +17.7% | +15.5% |
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 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