-16.7%
TRI vs WY
+0.3%
-17.0%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +5.6% | +0.8% | +5.5% |
| 7D | +1.0% | +13.3% | -12.4% | -0.1% |
| 30D | +20.8% | +17.6% | +3.1% | +19.4% |
| 3M | +8.1% | -15.0% | +23.1% | +5.9% |
| 6M | +24.2% | -5.9% | +30.1% | +23.7% |
| YTD | -7.8% | -5.7% | -2.0% | -10.9% |
| 1Y | -16.7% | -0.2% | -16.5% | -20.0% |
| All | -16.7% | +0.3% | -17.0% | -20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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