+32.0%
DRI vs TRMB
-31.2%
+63.2%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -17.3% | +22.4% | +5.6% |
| 7D | +6.5% | -15.7% | +22.2% | +6.7% |
| 30D | +16.4% | -7.8% | +24.2% | +15.5% |
| 3M | +13.6% | -9.3% | +22.9% | +12.9% |
| 6M | +22.0% | -20.8% | +42.8% | +22.2% |
| YTD | +29.3% | -30.8% | +60.1% | +33.5% |
| 1Y | +32.0% | -31.0% | +63.0% | +35.8% |
| All | +32.0% | -31.2% | +63.2% | +35.8% |
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