+995.4%
TER vs TRI
+225.2%
+770.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | 0.0% | -5.4% | -5.4% |
| 7D | +14.4% | -2.9% | +17.3% | +14.7% |
| 30D | -30.6% | +3.7% | -34.3% | -31.6% |
| 3M | -39.2% | +3.7% | -42.9% | -40.6% |
| 6M | -31.3% | +35.1% | -66.4% | -40.1% |
| YTD | +29.1% | -14.0% | +43.1% | +34.6% |
| 1Y | +47.4% | -19.0% | +66.4% | +59.5% |
| 3Y | +191.2% | -12.0% | +203.2% | +179.3% |
| 5Y | +74.0% | +0.6% | +73.3% | +49.2% |
| All | +995.4% | +225.2% | +770.2% | +390.5% |
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 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