+17,992.8%
BKNG vs TRI
+499.2%
+17,493.6%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.8% | +1.2% |
| 7D | -10.7% | -14.4% | +3.7% | -3.6% |
| 30D | -18.1% | -8.1% | -10.0% | -15.0% |
| 3M | +8.5% | +17.5% | -9.0% | -1.9% |
| 6M | -0.1% | -5.0% | +4.9% | -0.9% |
| YTD | -18.2% | -24.7% | +6.5% | -9.8% |
| 1Y | -19.9% | -41.5% | +21.6% | +0.4% |
| 3Y | +41.6% | -20.3% | +61.9% | +47.3% |
| 5Y | +93.1% | -10.9% | +104.0% | +87.6% |
| 10Y | +214.8% | +190.6% | +24.2% | +60.9% |
| All | +17,992.8% | +499.2% | +17,493.6% | +5,151.5% |
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 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