+288.7%
DOV vs TRMB
+118.7%
+170.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.1% | -1.7% |
| 7D | -1.9% | -5.4% | +3.5% | +0.5% |
| 30D | -9.9% | -2.0% | -7.9% | -9.3% |
| 3M | -12.1% | +12.3% | -24.4% | -17.2% |
| 6M | -10.4% | -17.6% | +7.2% | -3.8% |
| YTD | -3.3% | -27.5% | +24.1% | +9.4% |
| 1Y | +7.8% | -29.1% | +36.9% | +22.8% |
| 3Y | +36.3% | +11.5% | +24.8% | +24.0% |
| 5Y | +14.8% | -39.5% | +54.3% | +33.2% |
| All | +288.7% | +118.7% | +170.0% | +143.7% |
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