+203.8%
DHR vs TRMB
+121.9%
+81.9%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -0.7% |
| 7D | -3.6% | -3.0% | -0.6% | -2.6% |
| 30D | -2.7% | +2.3% | -5.1% | -3.6% |
| 3M | +10.9% | +15.3% | -4.4% | +5.2% |
| 6M | +3.0% | -14.7% | +17.7% | +8.4% |
| YTD | -12.2% | -26.4% | +14.2% | -3.0% |
| 1Y | +3.3% | -30.4% | +33.7% | +16.0% |
| 3Y | -8.2% | +13.5% | -21.7% | -15.6% |
| 5Y | -29.9% | -38.6% | +8.7% | -22.5% |
| All | +203.8% | +121.9% | +81.9% | +123.7% |
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