+26.4%
P vs TRI
-38.3%
+64.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -5.4% | +6.8% | +0.9% |
| 7D | +6.5% | -0.5% | +7.1% | +6.5% |
| 30D | +18.8% | +7.9% | +11.0% | +19.6% |
| 3M | +26.7% | +24.1% | +2.7% | +29.1% |
| 6M | +62.2% | +3.8% | +58.3% | +69.4% |
| YTD | +48.5% | -16.9% | +65.4% | +46.9% |
| 1Y | +26.4% | -38.4% | +64.8% | +21.3% |
| All | +26.4% | -38.3% | +64.6% | +21.3% |
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