+429.0%
TRI vs SPXU
-100.0%
+529.0%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.4% | -3.3% | -1.5% |
| 7D | -8.4% | +1.3% | -9.7% | -8.0% |
| 30D | -6.5% | +5.1% | -11.6% | -5.2% |
| 3M | +18.6% | -9.1% | +27.7% | +16.3% |
| 6M | -10.4% | -29.6% | +19.1% | -17.1% |
| YTD | -23.7% | -27.7% | +4.0% | -28.5% |
| 1Y | -42.5% | -37.0% | -5.5% | -47.6% |
| 3Y | -19.3% | -80.2% | +60.9% | -41.1% |
| 5Y | -9.7% | -86.0% | +76.4% | -33.1% |
| 10Y | +194.4% | -99.5% | +294.0% | +11.9% |
| All | +429.0% | -100.0% | +529.0% | -18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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