+1,460.9%
BA vs TRV
+7,111.8%
-5,650.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -1.7% | -0.9% | -0.8% | -1.3% |
| 30D | -9.5% | +7.2% | -16.6% | -12.2% |
| 3M | -26.5% | +3.2% | -29.7% | -27.6% |
| 6M | -27.4% | +33.6% | -61.0% | -36.7% |
| YTD | -20.6% | +37.8% | -58.4% | -32.0% |
| 1Y | -11.4% | +43.4% | -54.8% | -25.5% |
| 3Y | -10.8% | +146.7% | -157.5% | -42.7% |
| 5Y | -21.9% | +176.1% | -198.0% | -52.9% |
| 10Y | +28.1% | +357.4% | -329.3% | -35.9% |
| All | +1,460.9% | +7,111.8% | -5,650.9% | +139.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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