+218.3%
C vs TRI
+221.6%
-3.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.5% |
| 7D | -0.4% | -7.2% | +6.7% | +1.8% |
| 30D | -5.3% | +4.4% | -9.7% | -7.4% |
| 3M | -8.0% | +4.5% | -12.5% | -10.8% |
| 6M | -0.3% | +23.7% | -24.0% | -11.6% |
| YTD | +8.6% | -14.4% | +23.0% | +12.1% |
| 1Y | +25.8% | -17.4% | +43.2% | +32.1% |
| 3Y | +221.2% | -11.0% | +232.2% | +206.7% |
| 5Y | +113.6% | +0.7% | +112.9% | +84.2% |
| 10Y | +218.3% | +224.0% | -5.7% | +54.1% |
| All | +218.3% | +221.6% | -3.2% | +54.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling