+505.0%
TRI vs WY
+111.6%
+393.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.7% | +1.3% | -0.4% |
| 7D | -14.4% | -3.7% | -10.7% | -13.3% |
| 30D | -8.1% | -11.3% | +3.2% | -4.4% |
| 3M | +17.5% | -8.1% | +25.7% | +20.8% |
| 6M | -5.0% | -7.4% | +2.5% | -3.2% |
| YTD | -24.7% | -4.7% | -20.0% | -24.5% |
| 1Y | -41.5% | -9.2% | -32.3% | -40.6% |
| 3Y | -20.3% | -24.7% | +4.4% | -15.6% |
| 5Y | -10.9% | -21.6% | +10.6% | -8.8% |
| 10Y | +190.6% | +6.7% | +183.9% | +140.7% |
| All | +505.0% | +111.6% | +393.4% | +201.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling