+143.3%
DELL vs TRI
-22.4%
+165.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +6.4% | -15.2% | -7.9% |
| 7D | -24.6% | +1.0% | -25.6% | -24.3% |
| 30D | -32.5% | +20.8% | -53.2% | -31.4% |
| 3M | -20.2% | +8.1% | -28.3% | -19.1% |
| 6M | +76.5% | +24.2% | +52.3% | +79.3% |
| YTD | +198.9% | -7.8% | +206.7% | +227.4% |
| 1Y | +143.3% | -16.7% | +160.0% | +185.4% |
| All | +143.3% | -22.4% | +165.8% | +185.4% |
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