+7.2%
DOV vs TRMB
-28.6%
+35.8%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.5% | +0.6% |
| 7D | -2.0% | -3.0% | +1.1% | -1.4% |
| 30D | -8.9% | +2.3% | -11.2% | -9.3% |
| 3M | -13.3% | +15.3% | -28.6% | -16.1% |
| 6M | -9.7% | -14.7% | +5.0% | -6.6% |
| YTD | -2.5% | -26.4% | +24.0% | +5.6% |
| 1Y | +7.2% | -30.4% | +37.6% | +17.6% |
| All | +7.2% | -28.6% | +35.8% | +17.6% |
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