+176.7%
DLR vs TRMB
+113.5%
+63.2%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.1% | +0.4% |
| 7D | +2.9% | -2.9% | +5.8% | +3.7% |
| 30D | -1.2% | -1.8% | +0.6% | -0.9% |
| 3M | +2.9% | +8.4% | -5.5% | +0.3% |
| 6M | +6.7% | -18.5% | +25.2% | +11.8% |
| YTD | +23.9% | -26.7% | +50.6% | +33.1% |
| 1Y | +18.6% | -28.3% | +46.9% | +28.0% |
| 3Y | +59.7% | +12.6% | +47.1% | +50.3% |
| 5Y | +42.1% | -38.7% | +80.8% | +50.4% |
| 10Y | +176.7% | +120.8% | +55.9% | +109.3% |
| All | +176.7% | +113.5% | +63.2% | +109.3% |
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