+43.4%
DLTR vs TRMB
+121.9%
-78.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.9% | -0.8% |
| 7D | -10.1% | -3.0% | -7.0% | -9.2% |
| 30D | -8.1% | +2.3% | -10.4% | -8.9% |
| 3M | +2.9% | +15.3% | -12.5% | -1.6% |
| 6M | +4.3% | -14.7% | +19.0% | +8.8% |
| YTD | -3.9% | -26.4% | +22.5% | +4.3% |
| 1Y | +18.9% | -30.4% | +49.3% | +31.2% |
| 3Y | +1.9% | +13.5% | -11.6% | -5.5% |
| 5Y | +31.0% | -38.6% | +69.6% | +43.3% |
| All | +43.4% | +121.9% | -78.4% | -0.7% |
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