-41.5%
TRI vs BB
+104.0%
-145.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | +1.6% |
| 7D | -7.9% | -0.4% | -7.5% | -7.9% |
| 30D | -4.5% | -12.5% | +8.0% | -3.9% |
| 3M | +22.1% | -17.4% | +39.5% | +21.2% |
| 6M | -2.8% | +119.1% | -121.9% | -20.5% |
| YTD | -23.4% | +102.4% | -125.8% | -37.2% |
| 1Y | -41.5% | +98.2% | -139.7% | -52.0% |
| All | -41.5% | +104.0% | -145.5% | -52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 1y: compounded portfolio wealth divided by compounded BB 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…
1y analysis · Full analysis span regression · 6 months rolling