+12,772.9%
TDG vs TRI
+354.1%
+12,418.8%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +0.7% |
| 7D | -2.7% | -14.4% | +11.7% | +4.5% |
| 30D | -9.3% | -8.1% | -1.2% | -6.3% |
| 3M | -7.1% | +17.5% | -24.6% | -16.4% |
| 6M | -11.2% | -5.0% | -6.2% | -12.9% |
| YTD | -15.3% | -24.7% | +9.4% | -7.8% |
| 1Y | -12.5% | -41.5% | +29.0% | +8.3% |
| 3Y | +51.2% | -20.3% | +71.5% | +55.2% |
| 5Y | +126.1% | -10.9% | +137.1% | +116.1% |
| 10Y | +536.2% | +190.6% | +345.7% | +226.0% |
| All | +12,772.9% | +354.1% | +12,418.8% | +4,694.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling