+253.1%
TSEM vs TRI
-38.3%
+291.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | -5.4% | +13.3% | +5.0% |
| 7D | +6.9% | -0.5% | +7.4% | +6.9% |
| 30D | +5.3% | +7.9% | -2.6% | +10.2% |
| 3M | -14.9% | +24.1% | -39.0% | +0.4% |
| 6M | +80.0% | +3.8% | +76.2% | +108.9% |
| YTD | +89.4% | -16.9% | +106.2% | +111.2% |
| 1Y | +253.1% | -38.4% | +291.5% | +256.2% |
| All | +253.1% | -38.3% | +291.3% | +256.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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