+10,513.3%
DLTR vs TRMB
+1,944.5%
+8,568.8%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.2% | -4.5% | -5.4% |
| 7D | -5.8% | -0.3% | -5.6% | -5.8% |
| 30D | -5.2% | -1.2% | -4.0% | -5.1% |
| 3M | +15.2% | +9.6% | +5.6% | +13.4% |
| 6M | +7.1% | -16.1% | +23.2% | +9.9% |
| YTD | +0.8% | -25.0% | +25.8% | +5.2% |
| 1Y | +24.8% | -27.7% | +52.5% | +30.9% |
| 3Y | +6.9% | +15.3% | -8.4% | +2.9% |
| 5Y | +33.2% | -37.4% | +70.6% | +39.6% |
| 10Y | +51.6% | +117.5% | -65.9% | +29.2% |
| All | +10,513.3% | +1,944.5% | +8,568.8% | +5,139.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling