+740.1%
TEAM vs TRI
+218.5%
+521.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -6.5% | -0.4% | -2.2% |
| 7D | -5.7% | -7.1% | +1.4% | -0.5% |
| 30D | +18.3% | -2.3% | +20.7% | +20.6% |
| 3M | +80.2% | +19.6% | +60.7% | +58.4% |
| 6M | +111.0% | -8.7% | +119.7% | +123.3% |
| YTD | +8.8% | -22.3% | +31.1% | +28.1% |
| 1Y | +2.2% | -40.7% | +42.8% | +45.0% |
| 3Y | -14.6% | -17.8% | +3.2% | -7.7% |
| 5Y | -53.8% | -8.5% | -45.3% | -54.0% |
| 10Y | +475.2% | +192.6% | +282.6% | +194.3% |
| All | +740.1% | +218.5% | +521.6% | +288.0% |
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