+203.4%
HD vs TRI
+191.2%
+12.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.3% | -0.2% | -1.1% |
| 7D | -3.9% | -14.4% | +10.5% | +1.1% |
| 30D | -13.1% | -8.1% | -5.0% | -11.0% |
| 3M | -3.4% | +17.5% | -21.0% | -10.4% |
| 6M | -12.6% | -5.0% | -7.6% | -13.1% |
| YTD | -9.2% | -24.7% | +15.5% | -1.1% |
| 1Y | -23.9% | -41.5% | +17.6% | -6.3% |
| 3Y | +0.4% | -20.3% | +20.8% | +0.4% |
| 5Y | +4.5% | -10.9% | +15.5% | -3.6% |
| All | +203.4% | +191.2% | +12.2% | +74.2% |
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