+247.9%
CB vs TRI
+225.1%
+22.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.3% |
| 7D | 0.0% | -7.5% | +7.5% | +2.1% |
| 30D | +7.4% | +3.9% | +3.5% | +5.9% |
| 3M | +8.6% | +7.2% | +1.4% | +5.7% |
| 6M | +16.1% | +27.0% | -10.8% | +6.0% |
| YTD | +20.2% | -14.0% | +34.2% | +23.7% |
| 1Y | +27.2% | -17.7% | +44.9% | +33.0% |
| 3Y | +72.7% | -10.7% | +83.3% | +67.6% |
| 5Y | +105.9% | +0.6% | +105.3% | +85.4% |
| All | +247.9% | +225.1% | +22.9% | +96.8% |
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