+38.1%
Q vs TRI
-17.3%
+55.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.6% | -3.5% |
| 7D | +1.2% | -2.9% | +4.1% | +0.4% |
| 30D | -2.7% | +3.7% | -6.4% | -1.3% |
| 3M | -16.9% | +3.7% | -20.7% | -15.0% |
| 6M | -26.9% | +35.1% | -62.0% | -19.4% |
| YTD | +45.2% | -14.0% | +59.2% | +65.7% |
| 1Y | +38.1% | -19.0% | +57.1% | +66.5% |
| All | +38.1% | -17.3% | +55.4% | +66.5% |
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