+28.6%
P vs TRI
-17.3%
+45.9%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -2.0% | -1.9% |
| 7D | +11.6% | -2.9% | +14.5% | +11.1% |
| 30D | -23.7% | +3.7% | -27.4% | -23.4% |
| 3M | -8.0% | +3.7% | -11.7% | -7.4% |
| 6M | +27.9% | +35.1% | -7.2% | +30.6% |
| YTD | +61.2% | -14.0% | +75.2% | +58.3% |
| 1Y | +28.6% | -19.0% | +47.6% | +27.3% |
| All | +28.6% | -17.3% | +45.9% | +27.3% |
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