+319.5%
DRI vs TRMB
+102.3%
+217.2%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | +1.1% | +2.8% | -1.8% | -0.3% |
| 30D | +9.7% | -5.9% | +15.6% | +10.8% |
| 3M | +3.2% | -3.3% | +6.5% | +2.6% |
| 6M | +20.6% | +1.3% | +19.2% | +16.1% |
| YTD | +28.3% | -29.0% | +57.2% | +45.5% |
| 1Y | +34.5% | -27.8% | +62.3% | +51.0% |
| 3Y | +66.5% | +36.3% | +30.2% | +26.0% |
| 5Y | +79.6% | -35.8% | +115.5% | +100.2% |
| All | +319.5% | +102.3% | +217.2% | +119.9% |
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 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