+1,008.9%
BE vs TRI
+174.5%
+834.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -6.5% | +16.1% | +11.5% |
| 7D | +29.8% | -7.1% | +36.9% | +32.1% |
| 30D | +26.4% | -2.3% | +28.7% | +26.0% |
| 3M | +9.3% | +19.6% | -10.2% | -4.6% |
| 6M | +105.1% | -8.7% | +113.8% | +102.0% |
| YTD | +219.0% | -22.3% | +241.3% | +242.2% |
| 1Y | +418.8% | -40.7% | +459.4% | +586.0% |
| 3Y | +1,784.6% | -17.8% | +1,802.3% | +1,576.7% |
| 5Y | +1,251.0% | -8.5% | +1,259.5% | +955.9% |
| All | +1,008.9% | +174.5% | +834.3% | +388.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling