+2.0%
DRI vs TRMB
-29.4%
+31.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.3% | +0.7% | -1.5% |
| 7D | -4.8% | -2.9% | -1.9% | -4.6% |
| 30D | -3.9% | -1.8% | -2.1% | -3.8% |
| 3M | +5.1% | +8.4% | -3.3% | +4.2% |
| 6M | +5.5% | -18.5% | +24.0% | +6.1% |
| YTD | +16.5% | -26.7% | +43.2% | +19.3% |
| 1Y | +2.0% | -28.3% | +30.3% | +3.4% |
| All | +2.0% | -29.4% | +31.4% | +3.4% |
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