+1,264.4%
BE vs TRI
-10.0%
+1,274.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.7% | +5.0% | +6.6% |
| 7D | +9.0% | -7.9% | +16.9% | +9.2% |
| 30D | +16.3% | -4.5% | +20.8% | +16.1% |
| 3M | +10.8% | +22.1% | -11.3% | +4.3% |
| 6M | +73.2% | -2.8% | +76.0% | +73.6% |
| YTD | +217.4% | -23.4% | +240.8% | +255.1% |
| 1Y | +309.8% | -41.5% | +351.3% | +450.4% |
| 3Y | +1,726.2% | -19.2% | +1,745.4% | +1,464.4% |
| All | +1,264.4% | -10.0% | +1,274.4% | +788.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling