+169.0%
TRI vs FND
+57.3%
+111.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.1% | -1.8% |
| 7D | -8.4% | -0.8% | -7.6% | -8.3% |
| 30D | -6.5% | -19.6% | +13.1% | -3.7% |
| 3M | +18.6% | -4.3% | +22.9% | +18.9% |
| 6M | -10.4% | -20.4% | +10.0% | -8.4% |
| YTD | -23.7% | -21.9% | -1.8% | -22.0% |
| 1Y | -42.5% | -45.2% | +2.7% | -38.4% |
| 3Y | -19.3% | -49.2% | +29.9% | -14.9% |
| 5Y | -9.7% | -61.8% | +52.2% | -3.8% |
| All | +169.0% | +57.3% | +111.7% | +144.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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