+3.4%
TRU vs BB
+88.0%
-84.6%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +7.0% | -2.4% | +4.3% |
| 7D | +10.5% | -6.8% | +17.3% | +10.7% |
| 30D | +28.7% | -3.5% | +32.2% | +28.2% |
| 3M | +0.7% | -1.2% | +1.9% | +0.2% |
| 6M | +19.3% | +57.0% | -37.7% | +6.4% |
| YTD | -3.7% | +131.1% | -134.9% | -23.2% |
| 1Y | +3.4% | +87.6% | -84.2% | -17.4% |
| All | +3.4% | +88.0% | -84.6% | -17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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