+4,261.3%
TT vs TRI
+561.6%
+3,699.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.4% | +6.3% | +3.6% |
| 7D | 0.0% | -0.5% | +0.5% | 0.0% |
| 30D | -7.2% | +7.9% | -15.0% | -11.4% |
| 3M | -3.0% | +24.1% | -27.0% | -16.5% |
| 6M | +1.4% | +3.8% | -2.5% | -7.1% |
| YTD | +15.9% | -16.9% | +32.8% | +17.3% |
| 1Y | +9.4% | -38.4% | +47.8% | +32.2% |
| 3Y | +124.4% | -12.2% | +136.6% | +110.8% |
| 5Y | +138.0% | -1.8% | +139.8% | +107.4% |
| 10Y | +886.4% | +207.6% | +678.8% | +300.3% |
| All | +4,261.3% | +561.6% | +3,699.6% | +759.7% |
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