+532.2%
BE vs TRI
+0.5%
+531.7%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | 0.0% | -5.0% | -4.9% |
| 7D | +10.8% | -2.9% | +13.7% | +10.6% |
| 30D | -19.8% | +3.7% | -23.5% | -20.0% |
| 3M | -18.7% | +3.7% | -22.4% | -18.9% |
| 6M | -33.7% | +35.1% | -68.9% | -38.6% |
| YTD | +121.0% | -14.0% | +135.0% | +147.1% |
| 1Y | +85.4% | -19.0% | +104.4% | +116.6% |
| 3Y | +1,709.5% | -12.0% | +1,721.5% | +1,491.1% |
| All | +532.2% | +0.5% | +531.7% | +296.9% |
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