-9.7%
TRU vs TCOM
-42.5%
+32.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.9% | -5.0% | -5.8% |
| 7D | -6.8% | -9.5% | +2.8% | -4.9% |
| 30D | 0.0% | -10.7% | +10.8% | +2.2% |
| 3M | +13.3% | -14.6% | +27.9% | +16.4% |
| 6M | +3.4% | -19.3% | +22.8% | +7.8% |
| YTD | -6.4% | -42.9% | +36.6% | -1.9% |
| 1Y | -9.7% | -43.8% | +34.1% | -6.7% |
| All | -9.7% | -42.5% | +32.8% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TCOM.
Daily Out/Under-Performance
Portfolio return minus TCOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TCOM 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 TCOM 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