+41.7%
DOV vs TRMB
+13.0%
+28.7%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.1% | +1.4% |
| 7D | +2.5% | -0.3% | +2.8% | +2.6% |
| 30D | -7.5% | -1.2% | -6.3% | -7.2% |
| 3M | -9.7% | +9.6% | -19.3% | -13.4% |
| 6M | -6.1% | -16.1% | +10.0% | +0.1% |
| YTD | +0.5% | -25.0% | +25.5% | +12.1% |
| 1Y | +10.5% | -27.7% | +38.2% | +24.9% |
| 3Y | +41.7% | +15.3% | +26.4% | +30.1% |
| All | +41.7% | +13.0% | +28.7% | +30.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling