+291.5%
C vs TRU
+144.8%
+146.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.6% |
| 7D | +0.3% | -9.4% | +9.6% | +4.5% |
| 30D | +2.0% | -4.1% | +6.1% | +3.5% |
| 3M | +4.4% | +13.6% | -9.2% | -3.1% |
| 6M | +28.3% | +3.6% | +24.8% | +23.5% |
| YTD | +20.5% | -9.8% | +30.3% | +22.4% |
| 1Y | +45.5% | -13.6% | +59.2% | +49.7% |
| 3Y | +274.0% | -2.0% | +276.0% | +241.4% |
| 5Y | +136.1% | -35.8% | +171.9% | +164.1% |
| All | +291.5% | +144.8% | +146.7% | +166.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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