-9.8%
TRI vs BEN
+36.0%
-45.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | -7.9% | -3.1% | -4.8% | -7.3% |
| 30D | -4.5% | +0.2% | -4.7% | -4.6% |
| 3M | +22.1% | +6.8% | +15.3% | +20.4% |
| 6M | -2.8% | +38.1% | -40.9% | -9.4% |
| YTD | -23.4% | +44.3% | -67.8% | -29.2% |
| 1Y | -41.5% | +42.6% | -84.1% | -45.9% |
| 3Y | -19.2% | +52.3% | -71.5% | -27.7% |
| All | -9.8% | +36.0% | -45.8% | -20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 5y: compounded portfolio wealth divided by compounded BEN 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…
5y analysis · Full analysis span regression · 6 months rolling