+2,426.2%
TRMB vs DAR
+1,762.6%
+663.6%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.2% | -1.0% |
| 7D | -2.5% | +1.4% | -3.9% | -2.7% |
| 30D | +1.5% | +12.8% | -11.3% | +0.2% |
| 3M | +6.8% | +7.4% | -0.6% | +5.7% |
| 6M | -14.9% | +22.3% | -37.2% | -17.0% |
| YTD | -24.1% | +81.1% | -105.2% | -28.9% |
| 1Y | -25.4% | +106.5% | -131.9% | -31.1% |
| 3Y | +8.0% | +5.3% | +2.7% | +5.3% |
| 5Y | -37.3% | -11.5% | -25.8% | -38.2% |
| 10Y | +116.8% | +353.3% | -236.5% | +84.6% |
| All | +2,426.2% | +1,762.6% | +663.6% | +1,767.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling