+2,999.2%
ON vs TRI
+561.6%
+2,437.5%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.4% | +6.4% | +4.0% |
| 7D | +2.4% | -0.5% | +3.0% | +2.5% |
| 30D | -3.3% | +7.9% | -11.2% | -8.2% |
| 3M | -43.6% | +24.1% | -67.6% | -53.0% |
| 6M | +19.0% | +3.8% | +15.1% | +5.3% |
| YTD | +37.4% | -16.9% | +54.2% | +36.7% |
| 1Y | +54.8% | -38.4% | +93.2% | +87.8% |
| 3Y | -25.2% | -12.2% | -13.0% | -32.2% |
| 5Y | +62.7% | -1.8% | +64.5% | +36.8% |
| 10Y | +574.3% | +207.6% | +366.7% | +153.4% |
| All | +2,999.2% | +561.6% | +2,437.5% | +581.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling