+74.2%
DRI vs TRMB
-38.3%
+112.6%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.5% | +1.2% |
| 7D | +3.1% | -17.0% | +20.1% | +7.7% |
| 30D | +16.2% | -9.0% | +25.2% | +18.0% |
| 3M | +8.4% | -8.1% | +16.5% | +9.4% |
| 6M | +19.0% | -10.1% | +29.1% | +20.5% |
| YTD | +28.8% | -30.2% | +59.0% | +40.7% |
| 1Y | +33.1% | -30.7% | +63.8% | +45.5% |
| 3Y | +70.8% | +32.6% | +38.1% | +43.7% |
| 5Y | +74.2% | -38.1% | +112.4% | +88.1% |
| All | +74.2% | -38.3% | +112.6% | +88.1% |
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