+191.1%
TRI vs TRU
+147.2%
+43.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.7% | +1.4% |
| 7D | -7.9% | -2.7% | -5.2% | -7.0% |
| 30D | -4.5% | -2.0% | -2.5% | -3.7% |
| 3M | +22.1% | +18.4% | +3.7% | +16.8% |
| 6M | -2.8% | +8.9% | -11.6% | -4.8% |
| YTD | -23.4% | -8.9% | -14.5% | -21.2% |
| 1Y | -41.5% | -15.9% | -25.7% | -38.8% |
| 3Y | -19.2% | -1.1% | -18.1% | -22.4% |
| 5Y | -9.4% | -35.2% | +25.8% | -3.0% |
| All | +191.1% | +147.2% | +43.9% | +136.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 10y: compounded portfolio wealth divided by compounded TRU 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…
10y analysis · Full analysis span regression · 6 months rolling