+358.3%
DELL vs TRI
-40.4%
+398.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.7% | +10.3% | +12.0% |
| 7D | +8.2% | -7.9% | +16.1% | +7.9% |
| 30D | +17.1% | -4.5% | +21.6% | +16.9% |
| 3M | +45.2% | +22.1% | +23.1% | +41.8% |
| 6M | +286.8% | -2.8% | +289.5% | +289.7% |
| YTD | +354.8% | -23.4% | +378.2% | +377.6% |
| 1Y | +358.3% | -41.5% | +399.8% | +399.5% |
| All | +358.3% | -40.4% | +398.6% | +399.5% |
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