+150.1%
ALL vs TRI
-19.2%
+169.3%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | +0.3% |
| 7D | -2.2% | -8.4% | +6.2% | -1.0% |
| 30D | -5.6% | -6.5% | +0.9% | -4.8% |
| 3M | +17.2% | +18.6% | -1.3% | +14.1% |
| 6M | +23.2% | -10.4% | +33.7% | +23.5% |
| YTD | +23.6% | -23.7% | +47.3% | +29.3% |
| 1Y | +29.2% | -42.5% | +71.6% | +44.0% |
| All | +150.1% | -19.2% | +169.3% | +154.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 3y: compounded portfolio wealth divided by compounded TRI 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…
3y analysis · Full analysis span regression · 6 months rolling