+18.5%
DOV vs TRMB
-37.5%
+56.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.1% | +1.5% |
| 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% | -13.8% |
| 6M | -6.1% | -16.1% | +10.0% | +0.2% |
| YTD | +0.5% | -25.0% | +25.5% | +12.3% |
| 1Y | +10.5% | -27.7% | +38.2% | +25.2% |
| 3Y | +41.7% | +15.3% | +26.4% | +27.2% |
| All | +18.5% | -37.5% | +56.0% | +32.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling