+96.6%
AMCR vs TRI
+382.7%
-286.1%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | 0.0% |
| 7D | -5.0% | -14.4% | +9.4% | -1.7% |
| 30D | -8.0% | -8.1% | +0.1% | -6.5% |
| 3M | +14.3% | +17.5% | -3.3% | +9.3% |
| 6M | +5.3% | -5.0% | +10.3% | +5.1% |
| YTD | +7.7% | -24.7% | +32.4% | +13.9% |
| 1Y | +10.8% | -41.5% | +52.3% | +26.4% |
| 3Y | +9.6% | -20.3% | +29.9% | +11.0% |
| 5Y | -10.2% | -10.9% | +0.7% | -13.2% |
| 10Y | +16.5% | +190.6% | -174.1% | -5.1% |
| All | +96.6% | +382.7% | -286.1% | +60.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling