+360.5%
BE vs TRI
-38.3%
+398.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -5.4% | +12.8% | +4.6% |
| 7D | +20.0% | -0.5% | +20.5% | +19.7% |
| 30D | +7.9% | +7.9% | 0.0% | +12.9% |
| 3M | -13.2% | +24.1% | -37.3% | -0.2% |
| 6M | +53.5% | +3.8% | +49.6% | +75.1% |
| YTD | +191.0% | -16.9% | +207.9% | +200.5% |
| 1Y | +360.5% | -38.4% | +398.9% | +364.2% |
| All | +360.5% | -38.3% | +398.8% | +364.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling