+1,611.9%
BE vs TRI
-20.3%
+1,632.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.3% | -2.7% | -4.4% |
| 7D | +9.7% | -14.4% | +24.1% | +5.4% |
| 30D | +22.4% | -8.1% | +30.5% | +20.1% |
| 3M | +10.4% | +17.5% | -7.2% | +14.7% |
| 6M | +67.9% | -5.0% | +72.8% | +76.7% |
| YTD | +197.5% | -24.7% | +222.2% | +219.6% |
| 1Y | +310.6% | -41.5% | +352.1% | +369.4% |
| All | +1,611.9% | -20.3% | +1,632.1% | +1,274.7% |
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 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