+353.6%
DRI vs TRMB
+113.5%
+240.1%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.3% | +0.7% | -0.5% |
| 7D | -4.8% | -2.9% | -1.9% | -3.5% |
| 30D | -3.9% | -1.8% | -2.1% | -3.4% |
| 3M | +5.1% | +8.4% | -3.3% | +0.1% |
| 6M | +5.5% | -18.5% | +24.0% | +14.7% |
| YTD | +16.5% | -26.7% | +43.2% | +32.6% |
| 1Y | +2.0% | -28.3% | +30.3% | +16.5% |
| 3Y | +54.5% | +12.6% | +41.9% | +31.6% |
| 5Y | +66.6% | -38.7% | +105.3% | +95.0% |
| 10Y | +353.6% | +120.8% | +232.9% | +124.6% |
| All | +353.6% | +113.5% | +240.1% | +124.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling