+292.2%
TER vs TRI
-19.2%
+311.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.9% | +5.0% | +2.6% |
| 7D | +12.4% | -8.4% | +20.8% | +9.8% |
| 30D | +5.1% | -6.5% | +11.6% | +3.8% |
| 3M | +4.0% | +18.6% | -14.6% | +10.6% |
| 6M | +29.5% | -10.4% | +40.0% | +39.6% |
| YTD | +98.5% | -23.7% | +122.2% | +121.7% |
| 1Y | +234.1% | -42.5% | +276.5% | +309.9% |
| All | +292.2% | -19.2% | +311.4% | +287.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling