+3,997.6%
TT vs TRI
+578.7%
+3,418.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | 0.0% |
| 7D | +0.8% | -1.6% | +2.4% | +1.1% |
| 30D | -11.8% | +5.0% | -16.8% | -15.4% |
| 3M | -11.6% | +4.6% | -16.1% | -16.3% |
| 6M | -9.3% | +18.3% | -27.6% | -23.3% |
| YTD | +8.9% | -14.7% | +23.6% | +6.0% |
| 1Y | -2.2% | -16.7% | +14.4% | -3.5% |
| 3Y | +91.9% | -11.3% | +103.2% | +75.2% |
| 5Y | +136.0% | -0.6% | +136.6% | +99.7% |
| 10Y | +734.7% | +220.2% | +514.5% | +222.6% |
| All | +3,997.6% | +578.7% | +3,418.9% | +677.1% |
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