+652.6%
P vs TRI
+222.0%
+430.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.9% | -0.9% |
| 7D | -13.3% | -1.6% | -11.7% | -13.3% |
| 30D | -34.0% | +5.0% | -39.0% | -36.6% |
| 3M | +4.1% | +4.6% | -0.5% | -1.1% |
| 6M | +30.5% | +18.3% | +12.2% | +12.5% |
| YTD | +52.2% | -14.7% | +66.9% | +55.5% |
| 1Y | +10.3% | -16.7% | +27.0% | +14.0% |
| 3Y | +180.9% | -11.3% | +192.2% | +163.0% |
| 5Y | +259.7% | -0.6% | +260.3% | +201.6% |
| 10Y | +652.6% | +220.2% | +432.4% | +194.8% |
| All | +652.6% | +222.0% | +430.6% | +194.8% |
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 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