+211.9%
B vs TRU
+146.7%
+65.2%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.9% | +1.2% |
| 7D | +1.0% | -6.5% | +7.5% | +2.0% |
| 30D | +9.5% | -2.5% | +12.0% | +9.9% |
| 3M | +14.3% | +10.4% | +4.0% | +12.5% |
| 6M | -1.9% | +1.6% | -3.5% | -2.6% |
| YTD | +4.1% | -9.7% | +13.8% | +4.6% |
| 1Y | +56.1% | -17.3% | +73.4% | +58.4% |
| 3Y | +202.0% | -1.8% | +203.8% | +191.4% |
| 5Y | +158.8% | -36.2% | +195.0% | +155.8% |
| 10Y | +211.9% | +143.2% | +68.7% | +145.6% |
| All | +211.9% | +146.7% | +65.2% | +145.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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