+218.3%
CB vs TRI
+195.1%
+23.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.9% | +2.1% | +0.8% |
| 7D | -0.5% | -8.4% | +7.9% | +1.8% |
| 30D | -3.1% | -6.5% | +3.4% | -1.5% |
| 3M | +4.2% | +18.6% | -14.4% | -2.1% |
| 6M | +4.7% | -10.4% | +15.2% | +6.2% |
| YTD | +8.8% | -23.7% | +32.5% | +16.3% |
| 1Y | +22.6% | -42.5% | +65.1% | +45.9% |
| 3Y | +70.6% | -19.3% | +89.9% | +70.5% |
| 5Y | +99.4% | -9.7% | +109.1% | +85.4% |
| All | +218.3% | +195.1% | +23.2% | +89.3% |
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