+6,356.9%
DKS vs TRMB
+3,125.5%
+3,231.4%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.3% | +3.1% | +2.9% |
| 7D | +6.3% | +2.8% | +3.5% | +5.2% |
| 30D | +9.3% | -5.9% | +15.2% | +10.3% |
| 3M | -25.3% | -3.3% | -22.0% | -25.3% |
| 6M | -29.2% | +1.3% | -30.5% | -30.8% |
| YTD | -22.7% | -29.0% | +6.3% | -14.1% |
| 1Y | -30.1% | -27.8% | -2.4% | -22.8% |
| 3Y | +45.6% | +36.3% | +9.3% | +24.4% |
| 5Y | +28.5% | -35.8% | +64.3% | +44.4% |
| 10Y | +235.2% | +103.1% | +132.2% | +143.1% |
| All | +6,356.9% | +3,125.5% | +3,231.4% | +1,726.9% |
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