+23.1%
DBX vs TRMB
+58.9%
-35.8%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.3% | +1.8% |
| 7D | -1.8% | -5.4% | +3.6% | +0.7% |
| 30D | +2.8% | -2.0% | +4.8% | +3.8% |
| 3M | +26.8% | +12.3% | +14.4% | +20.2% |
| 6M | +32.8% | -17.6% | +50.4% | +44.3% |
| YTD | +26.1% | -27.5% | +53.5% | +44.7% |
| 1Y | +14.1% | -29.1% | +43.2% | +31.6% |
| 3Y | +25.7% | +11.5% | +14.2% | +13.6% |
| 5Y | +11.2% | -39.5% | +50.6% | +31.2% |
| All | +23.1% | +58.9% | -35.8% | -15.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling