+317.9%
DRI vs TRMB
+103.0%
+214.9%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | +0.1% |
| 7D | -0.3% | +4.1% | -4.4% | -2.2% |
| 30D | +10.8% | -7.0% | +17.8% | +12.6% |
| 3M | +0.9% | -0.9% | +1.8% | -0.9% |
| 6M | +16.3% | -1.2% | +17.5% | +13.5% |
| YTD | +27.8% | -28.7% | +56.5% | +44.7% |
| 1Y | +33.9% | -32.1% | +65.9% | +54.9% |
| 3Y | +67.2% | +33.4% | +33.8% | +28.0% |
| 5Y | +79.0% | -35.6% | +114.6% | +99.2% |
| All | +317.9% | +103.0% | +214.9% | +118.7% |
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