+13.0%
DLR vs TRMB
-31.2%
+44.2%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -17.3% | +19.9% | +4.1% |
| 7D | +2.8% | -15.7% | +18.5% | +4.1% |
| 30D | +2.8% | -7.8% | +10.5% | +2.4% |
| 3M | -4.0% | -9.3% | +5.3% | -4.1% |
| 6M | -5.6% | -20.8% | +15.2% | -4.2% |
| YTD | +21.9% | -30.8% | +52.7% | +25.3% |
| 1Y | +13.0% | -31.0% | +44.0% | +16.8% |
| All | +13.0% | -31.2% | +44.2% | +16.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling