+1,381.0%
NET vs TRI
+99.6%
+1,281.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +6.4% | -9.0% | -6.2% |
| 7D | -16.4% | +1.0% | -17.3% | -17.8% |
| 30D | -25.8% | +20.8% | -46.6% | -35.0% |
| 3M | -11.5% | +8.1% | -19.6% | -18.1% |
| 6M | +18.9% | +24.2% | -5.2% | -2.4% |
| YTD | +35.2% | -7.8% | +43.0% | +35.4% |
| 1Y | +14.5% | -16.7% | +31.1% | +24.1% |
| 3Y | +313.8% | -1.5% | +315.3% | +245.2% |
| 5Y | +32.6% | +8.9% | +23.7% | -0.4% |
| All | +1,381.0% | +99.6% | +1,281.4% | +686.9% |
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