+4,029.0%
TT vs TRI
+584.0%
+3,445.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.4% |
| 7D | +8.1% | -7.5% | +15.6% | +11.9% |
| 30D | -11.3% | +3.9% | -15.2% | -14.4% |
| 3M | -11.2% | +7.2% | -18.3% | -17.0% |
| 6M | -8.9% | +27.0% | -35.9% | -25.8% |
| YTD | +9.7% | -14.0% | +23.8% | +6.4% |
| 1Y | +1.3% | -17.7% | +18.9% | +0.8% |
| 3Y | +93.4% | -10.7% | +104.0% | +75.8% |
| 5Y | +133.5% | +0.6% | +132.9% | +96.4% |
| 10Y | +739.9% | +225.3% | +514.6% | +221.8% |
| All | +4,029.0% | +584.0% | +3,445.1% | +680.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling