+634.6%
P vs TRI
+225.2%
+409.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -2.0% | -1.9% |
| 7D | +11.6% | -2.9% | +14.5% | +12.6% |
| 30D | -23.7% | +3.7% | -27.4% | -26.2% |
| 3M | -8.0% | +3.7% | -11.7% | -12.2% |
| 6M | +27.9% | +35.1% | -7.2% | +3.2% |
| YTD | +61.2% | -14.0% | +75.2% | +64.2% |
| 1Y | +28.6% | -19.0% | +47.6% | +36.0% |
| 3Y | +200.5% | -12.0% | +212.5% | +183.9% |
| 5Y | +282.9% | +0.6% | +282.3% | +219.1% |
| All | +634.6% | +225.2% | +409.4% | +149.0% |
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