+269.3%
C vs TRI
-17.7%
+287.0%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.5% | +5.8% | -0.1% |
| 7D | +3.2% | -7.1% | +10.3% | +3.9% |
| 30D | +1.3% | -2.3% | +3.6% | +1.4% |
| 3M | +3.1% | +19.6% | -16.4% | +0.1% |
| 6M | +29.6% | -8.7% | +38.3% | +31.5% |
| YTD | +19.0% | -22.3% | +41.2% | +25.7% |
| 1Y | +45.6% | -40.7% | +86.3% | +66.0% |
| 3Y | +269.3% | -17.8% | +287.0% | +259.6% |
| All | +269.3% | -17.7% | +287.0% | +259.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling