+494.4%
TEAM vs TRI
+196.2%
+298.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -1.2% |
| 7D | -5.2% | -7.9% | +2.7% | +0.6% |
| 30D | +15.8% | -4.5% | +20.3% | +19.8% |
| 3M | +101.5% | +22.1% | +79.4% | +74.5% |
| 6M | +138.2% | -2.8% | +140.9% | +141.3% |
| YTD | +10.8% | -23.4% | +34.2% | +31.6% |
| 1Y | +1.7% | -41.5% | +43.2% | +45.4% |
| 3Y | -16.0% | -19.2% | +3.2% | -8.3% |
| 5Y | -52.7% | -9.4% | -43.3% | -52.8% |
| All | +494.4% | +196.2% | +298.2% | +233.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling