+190.5%
P vs TRI
-10.7%
+201.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -3.8% | +10.1% | +6.2% |
| 7D | -9.6% | -11.4% | +1.8% | -9.6% |
| 30D | -33.4% | +4.9% | -38.4% | -34.0% |
| 3M | +14.2% | +7.0% | +7.2% | +12.7% |
| 6M | +31.6% | +18.2% | +13.4% | +28.2% |
| YTD | +53.5% | -14.8% | +68.3% | +65.6% |
| 1Y | +14.2% | -18.0% | +32.1% | +24.9% |
| 3Y | +190.5% | -12.0% | +202.5% | +260.0% |
| All | +190.5% | -10.7% | +201.2% | +260.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling