+18.9%
DLTR vs TRMB
-28.6%
+47.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.9% | -0.9% |
| 7D | -10.1% | -3.0% | -7.0% | -9.1% |
| 30D | -8.1% | +2.3% | -10.4% | -9.0% |
| 3M | +2.9% | +15.3% | -12.5% | -2.6% |
| 6M | +4.3% | -14.7% | +19.0% | +8.6% |
| YTD | -3.9% | -26.4% | +22.5% | +7.5% |
| 1Y | +18.9% | -30.4% | +49.3% | +34.1% |
| All | +18.9% | -28.6% | +47.5% | +34.1% |
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