+524.6%
TRI vs BEN
+411.8%
+112.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.2% | -6.3% | -6.4% |
| 7D | -7.1% | +4.7% | -11.8% | -8.5% |
| 30D | -2.3% | +2.6% | -4.9% | -3.3% |
| 3M | +19.6% | +11.5% | +8.1% | +15.1% |
| 6M | -8.7% | +35.3% | -44.0% | -17.9% |
| YTD | -22.3% | +48.6% | -70.9% | -32.3% |
| 1Y | -40.7% | +46.7% | -87.4% | -48.2% |
| 3Y | -17.8% | +57.0% | -74.8% | -32.1% |
| 5Y | -8.5% | +41.8% | -50.3% | -24.4% |
| 10Y | +192.6% | +55.2% | +137.4% | +112.3% |
| All | +524.6% | +411.8% | +112.9% | +148.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling