+216.9%
B vs TRI
+225.1%
-8.1%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.4% | -3.5% | -3.2% |
| 7D | -6.2% | -7.5% | +1.3% | -5.3% |
| 30D | -6.6% | +3.9% | -10.5% | -7.3% |
| 3M | -7.9% | +7.2% | -15.0% | -9.0% |
| 6M | -16.8% | +27.0% | -43.8% | -20.9% |
| YTD | -11.7% | -14.0% | +2.4% | -9.4% |
| 1Y | +3.5% | -17.7% | +21.2% | +7.2% |
| 3Y | +165.7% | -10.7% | +176.4% | +166.3% |
| 5Y | +108.4% | +0.6% | +107.8% | +100.8% |
| All | +216.9% | +225.1% | -8.1% | +111.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling