+338.7%
DRI vs TRMB
+96.4%
+242.2%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | +4.2% | -16.6% | +20.8% | +11.7% |
| 30D | +15.7% | -8.9% | +24.6% | +18.7% |
| 3M | +5.8% | -6.3% | +12.1% | +6.7% |
| 6M | +18.4% | -10.0% | +28.4% | +20.8% |
| YTD | +28.2% | -30.1% | +58.3% | +46.6% |
| 1Y | +35.9% | -31.3% | +67.2% | +56.2% |
| 3Y | +67.7% | +30.8% | +36.9% | +29.6% |
| 5Y | +77.9% | -35.9% | +113.8% | +97.9% |
| 10Y | +338.7% | +101.7% | +237.0% | +123.0% |
| All | +338.7% | +96.4% | +242.2% | +123.0% |
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