+3,297.7%
V vs TRI
+398.6%
+2,899.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.4% |
| 7D | -0.4% | -7.5% | +7.1% | +3.2% |
| 30D | +6.3% | +3.9% | +2.4% | +3.7% |
| 3M | +17.2% | +7.2% | +10.0% | +11.5% |
| 6M | +29.2% | +27.0% | +2.3% | +10.4% |
| YTD | +20.8% | -14.0% | +34.8% | +22.5% |
| 1Y | +25.0% | -17.7% | +42.7% | +29.7% |
| 3Y | +75.3% | -10.7% | +85.9% | +68.0% |
| 5Y | +105.8% | +0.6% | +105.2% | +82.0% |
| 10Y | +451.9% | +225.3% | +226.6% | +153.1% |
| All | +3,297.7% | +398.6% | +2,899.2% | +916.8% |
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