+42.7%
TISI price history and return analytics
+19.6%
+23.1%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.9% | -3.4% | -2.6% |
| 7D | -7.3% | -1.1% | -6.2% | -7.2% |
| 30D | +17.5% | -1.0% | +18.5% | +17.7% |
| 3M | +56.3% | +3.2% | +53.2% | +55.4% |
| 6M | +78.2% | +12.5% | +65.7% | +74.6% |
| YTD | +83.0% | +14.1% | +69.0% | +77.4% |
| 1Y | +42.7% | +18.9% | +23.8% | +36.2% |
| All | +42.7% | +19.6% | +23.1% | +36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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