-20.6%
TRI vs EAT
+585.9%
-606.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.3% |
| 7D | -14.4% | -6.2% | -8.2% | -14.2% |
| 30D | -8.1% | -3.0% | -5.1% | -8.1% |
| 3M | +17.5% | +45.6% | -28.1% | +15.6% |
| 6M | -5.0% | +53.5% | -58.5% | -7.0% |
| YTD | -24.7% | +49.6% | -74.3% | -26.4% |
| 1Y | -41.5% | +38.9% | -80.4% | -42.7% |
| All | -20.6% | +585.9% | -606.5% | -28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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