+146.4%
ED vs TRI
+225.2%
-78.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.3% | +1.4% |
| 7D | +2.1% | -2.9% | +5.0% | +2.6% |
| 30D | +10.4% | +3.7% | +6.7% | +9.6% |
| 3M | +12.5% | +3.7% | +8.8% | +11.4% |
| 6M | +14.9% | +35.1% | -20.2% | +6.9% |
| YTD | +24.8% | -14.0% | +38.8% | +28.1% |
| 1Y | +23.8% | -19.0% | +42.8% | +29.2% |
| 3Y | +51.6% | -12.0% | +63.6% | +50.4% |
| 5Y | +86.4% | +0.6% | +85.8% | +75.0% |
| All | +146.4% | +225.2% | -78.8% | +49.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling