+196.8%
DKS vs TRMB
+121.9%
+74.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.4% | 0.0% | +0.6% |
| 7D | -3.0% | -3.0% | +0.1% | -1.3% |
| 30D | -33.4% | +2.3% | -35.7% | -34.0% |
| 3M | -39.4% | +15.3% | -54.7% | -43.9% |
| 6M | -30.1% | -14.7% | -15.4% | -24.6% |
| YTD | -31.0% | -26.4% | -4.6% | -19.9% |
| 1Y | -40.2% | -30.4% | -9.8% | -28.6% |
| 3Y | +30.9% | +13.5% | +17.4% | +15.1% |
| 5Y | +14.0% | -38.6% | +52.6% | +38.9% |
| All | +196.8% | +121.9% | +74.9% | +70.3% |
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