+18.1%
D vs TRU
-7.3%
+25.4%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.9% | +5.5% | -0.3% |
| 7D | +1.5% | -6.8% | +8.2% | +1.6% |
| 30D | -2.6% | 0.0% | -2.6% | -2.6% |
| 3M | 0.0% | +13.3% | -13.3% | -0.2% |
| 6M | +7.4% | +3.4% | +3.9% | +6.9% |
| YTD | +15.9% | -6.4% | +22.3% | +15.2% |
| 1Y | +18.1% | -9.7% | +27.8% | +17.7% |
| All | +18.1% | -7.3% | +25.4% | +17.7% |
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 2025-09-04 to 2026-09-04: 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling