+29.7%
Q vs TRU
-10.6%
+40.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.7% |
| 7D | +4.1% | -9.4% | +13.5% | +3.7% |
| 30D | -10.7% | -4.1% | -6.6% | -10.8% |
| 3M | -11.7% | +13.6% | -25.3% | -12.7% |
| 6M | +8.3% | +3.6% | +4.8% | +8.1% |
| YTD | +51.3% | -9.8% | +61.1% | +52.3% |
| All | +29.7% | -10.6% | +40.3% | +29.5% |
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