+136.0%
GOOG vs TRI
-10.0%
+146.1%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.2% | +1.1% |
| 7D | 0.0% | -7.9% | +7.9% | +2.1% |
| 30D | -2.0% | -4.5% | +2.5% | -1.1% |
| 3M | -5.9% | +22.1% | -28.0% | -11.8% |
| 6M | +8.9% | -2.8% | +11.7% | +8.6% |
| YTD | +7.1% | -23.4% | +30.5% | +17.7% |
| 1Y | +39.7% | -41.5% | +81.2% | +75.0% |
| 3Y | +145.8% | -19.2% | +165.1% | +128.7% |
| All | +136.0% | -10.0% | +146.1% | +88.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling