+696.9%
P vs TRU
+146.7%
+550.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.8% | -3.3% | -3.7% |
| 7D | +5.0% | -6.5% | +11.5% | +8.3% |
| 30D | -0.9% | -2.5% | +1.6% | -0.1% |
| 3M | +38.7% | +10.4% | +28.3% | +28.6% |
| 6M | +54.4% | +1.6% | +52.7% | +47.5% |
| YTD | +44.8% | -9.7% | +54.5% | +45.3% |
| 1Y | +22.5% | -17.3% | +39.8% | +26.8% |
| 3Y | +148.2% | -1.8% | +150.1% | +121.2% |
| 5Y | +268.9% | -36.2% | +305.1% | +325.5% |
| 10Y | +696.9% | +143.2% | +553.7% | +401.1% |
| All | +696.9% | +146.7% | +550.2% | +401.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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