+5.8%
AMCR vs TRI
-18.9%
+24.7%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.3% | -1.7% |
| 7D | -6.3% | -7.9% | +1.6% | -5.8% |
| 30D | -7.8% | -4.5% | -3.3% | -7.6% |
| 3M | +7.5% | +22.1% | -14.6% | +6.6% |
| 6M | +2.7% | -2.8% | +5.5% | +3.1% |
| YTD | +6.0% | -23.4% | +29.4% | +11.1% |
| 1Y | +7.8% | -41.5% | +49.3% | +18.9% |
| 3Y | +5.8% | -19.2% | +25.0% | +8.5% |
| All | +5.8% | -18.9% | +24.7% | +8.5% |
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