+64.7%
DOV vs TRMB
+34.4%
+30.3%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -1.0% |
| 7D | +3.4% | +4.1% | -0.7% | +1.9% |
| 30D | +8.8% | -7.0% | +15.8% | +10.4% |
| 3M | +0.9% | -0.9% | +1.9% | -0.5% |
| 6M | -2.8% | -1.2% | -1.6% | -4.8% |
| YTD | +8.1% | -28.7% | +36.8% | +22.6% |
| 1Y | +15.2% | -32.1% | +47.3% | +33.8% |
| All | +64.7% | +34.4% | +30.3% | +26.3% |
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