+196.6%
B vs TRI
-19.2%
+215.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.9% | +3.0% | +1.2% |
| 7D | +1.0% | -8.4% | +9.4% | +1.3% |
| 30D | +9.5% | -6.5% | +16.0% | +9.7% |
| 3M | +14.3% | +18.6% | -4.2% | +12.9% |
| 6M | -1.9% | -10.4% | +8.6% | +0.2% |
| YTD | +4.1% | -23.7% | +27.8% | +10.2% |
| 1Y | +56.1% | -42.5% | +98.6% | +77.1% |
| All | +196.6% | -19.2% | +215.8% | +215.8% |
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 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