-98.1%
TRIB vs SPY
+81.0%
-179.1%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | -0.5% | -11.2% | -11.4% |
| 7D | -16.7% | -0.4% | -16.3% | -16.4% |
| 30D | -39.4% | -1.4% | -38.0% | -38.8% |
| 3M | -59.6% | +3.7% | -63.3% | -60.3% |
| 6M | -61.9% | +13.0% | -74.9% | -64.4% |
| YTD | -66.2% | +12.4% | -78.6% | -68.3% |
| 1Y | -75.8% | +18.5% | -94.3% | -77.8% |
| 3Y | -92.4% | +77.6% | -170.0% | -94.3% |
| 5Y | -98.1% | +81.7% | -179.8% | -98.6% |
| All | -98.1% | +81.0% | -179.1% | -98.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 5y: compounded portfolio wealth divided by compounded SPY 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…
5y analysis · Full analysis span regression · 6 months rolling