-41.5%
TRI vs WTW
-3.2%
-38.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.7% | +1.7% |
| 7D | -7.9% | -5.7% | -2.2% | -5.8% |
| 30D | -4.5% | -7.3% | +2.7% | -1.7% |
| 3M | +22.1% | +21.5% | +0.6% | +15.6% |
| 6M | -2.8% | +9.6% | -12.4% | -8.5% |
| YTD | -23.4% | -3.3% | -20.1% | -26.7% |
| 1Y | -41.5% | -6.1% | -35.4% | -43.4% |
| All | -41.5% | -3.2% | -38.4% | -43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 1y: compounded portfolio wealth divided by compounded WTW 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…
1y analysis · Full analysis span regression · 6 months rolling