+31.5%
DLTR vs TRMB
-39.6%
+71.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.5% |
| 7D | -9.4% | -5.4% | -4.0% | -7.9% |
| 30D | -7.3% | -2.0% | -5.4% | -6.9% |
| 3M | +7.6% | +12.3% | -4.8% | +3.7% |
| 6M | +1.6% | -17.6% | +19.2% | +6.8% |
| YTD | -3.5% | -27.5% | +23.9% | +5.0% |
| 1Y | +20.0% | -29.1% | +49.1% | +31.4% |
| 3Y | +2.3% | +11.5% | -9.2% | -4.8% |
| 5Y | +31.5% | -39.5% | +71.0% | +53.2% |
| All | +31.5% | -39.6% | +71.1% | +53.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling