+319.1%
DELL vs TRI
-38.3%
+357.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.4% | +6.9% | +1.3% |
| 7D | +14.9% | -0.5% | +15.4% | +14.9% |
| 30D | +13.3% | +7.9% | +5.4% | +13.5% |
| 3M | +24.4% | +24.1% | +0.3% | +23.3% |
| 6M | +258.0% | +3.8% | +254.2% | +262.5% |
| YTD | +320.2% | -16.9% | +337.0% | +339.3% |
| 1Y | +319.1% | -38.4% | +357.5% | +341.0% |
| All | +319.1% | -38.3% | +357.3% | +341.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling