+513.1%
TRI vs MDY
+893.7%
-380.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -1.2% |
| 7D | -8.4% | -0.8% | -7.6% | -7.9% |
| 30D | -6.5% | -3.9% | -2.6% | -4.3% |
| 3M | +18.6% | 0.0% | +18.6% | +18.3% |
| 6M | -10.4% | +8.5% | -19.0% | -15.5% |
| YTD | -23.7% | +13.2% | -36.9% | -29.9% |
| 1Y | -42.5% | +15.0% | -57.5% | -47.8% |
| 3Y | -19.3% | +49.6% | -68.9% | -39.0% |
| 5Y | -9.7% | +46.0% | -55.7% | -32.1% |
| 10Y | +194.4% | +176.4% | +18.1% | +37.0% |
| All | +513.1% | +893.7% | -380.6% | +7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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