+145.7%
TRU vs BB
+1.6%
+144.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.7% | -0.7% | +0.7% |
| 7D | -2.7% | -0.4% | -2.3% | -2.7% |
| 30D | -2.0% | -12.5% | +10.5% | -0.2% |
| 3M | +18.4% | -17.4% | +35.9% | +20.2% |
| 6M | +8.9% | +119.1% | -110.3% | -6.7% |
| YTD | -8.9% | +102.4% | -111.3% | -20.9% |
| 1Y | -15.9% | +98.2% | -114.1% | -27.2% |
| 3Y | -1.1% | +46.9% | -48.0% | -14.1% |
| 5Y | -35.2% | -26.4% | -8.8% | -40.6% |
| All | +145.7% | +1.6% | +144.1% | +75.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling