+101.7%
TRMB vs DAR
+269.9%
-168.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.8% | +2.0% | +0.7% |
| 7D | -16.6% | -3.8% | -12.7% | -15.4% |
| 30D | -8.9% | -14.4% | +5.5% | -4.2% |
| 3M | -6.3% | -17.9% | +11.6% | -0.8% |
| 6M | -10.0% | -18.3% | +8.3% | -5.2% |
| YTD | -30.1% | +43.2% | -73.4% | -40.4% |
| 1Y | -31.3% | +57.7% | -89.0% | -43.6% |
| 3Y | +30.8% | +22.7% | +8.1% | +10.7% |
| 5Y | -35.9% | -34.0% | -1.9% | -32.8% |
| 10Y | +101.7% | +279.5% | -177.7% | -10.3% |
| All | +101.7% | +269.9% | -168.2% | -10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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