+12.6%
COMP vs TRI
-41.0%
+53.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -6.5% | +3.2% | -2.6% |
| 7D | +4.1% | -7.1% | +11.2% | +4.8% |
| 30D | -14.5% | -2.3% | -12.2% | -14.3% |
| 3M | +41.8% | +19.6% | +22.3% | +38.7% |
| 6M | +23.6% | -8.7% | +32.3% | +24.9% |
| YTD | +1.7% | -22.3% | +24.0% | -1.0% |
| 1Y | +12.6% | -40.7% | +53.2% | +3.7% |
| All | +12.6% | -41.0% | +53.6% | +3.7% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling