+73.3%
DRI vs TRMB
-37.2%
+110.5%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.2% |
| 7D | +0.6% | -2.5% | +3.1% | +1.3% |
| 30D | +3.8% | +1.5% | +2.3% | +3.2% |
| 3M | +13.0% | +6.8% | +6.2% | +10.2% |
| 6M | +8.3% | -14.9% | +23.3% | +13.0% |
| YTD | +20.6% | -24.1% | +44.7% | +30.1% |
| 1Y | +6.5% | -25.4% | +31.8% | +14.9% |
| 3Y | +53.7% | +8.0% | +45.7% | +42.4% |
| All | +73.3% | -37.2% | +110.5% | +92.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling