+191.1%
TRI vs A
+256.4%
-65.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.7% | -0.9% | +1.0% |
| 7D | -7.9% | -2.6% | -5.3% | -7.2% |
| 30D | -4.5% | -0.9% | -3.6% | -4.3% |
| 3M | +22.1% | +13.6% | +8.5% | +17.5% |
| 6M | -2.8% | +27.8% | -30.6% | -10.0% |
| YTD | -23.4% | +8.6% | -32.0% | -25.7% |
| 1Y | -41.5% | +16.9% | -58.4% | -44.7% |
| 3Y | -19.2% | +32.9% | -52.1% | -28.5% |
| 5Y | -9.4% | -14.1% | +4.7% | -9.4% |
| All | +191.1% | +256.4% | -65.4% | +89.0% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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