+7.6%
GD vs TRI
-17.3%
+24.8%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +2.7% | -2.9% | +5.6% | +2.8% |
| 30D | +8.6% | +3.7% | +4.9% | +8.1% |
| 3M | -7.1% | +3.7% | -10.8% | -7.5% |
| 6M | +7.5% | +35.1% | -27.7% | +4.2% |
| YTD | +9.9% | -14.0% | +23.9% | +13.9% |
| 1Y | +7.6% | -19.0% | +26.5% | +14.0% |
| All | +7.6% | -17.3% | +24.8% | +14.0% |
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