+284.1%
BE vs TRV
+36.9%
+247.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.5% | -4.5% | -3.3% |
| 7D | +9.7% | -1.5% | +11.2% | +7.9% |
| 30D | +22.4% | -1.8% | +24.2% | +19.7% |
| 3M | +10.4% | +21.6% | -11.2% | +45.2% |
| 6M | +67.9% | +22.5% | +45.4% | +124.1% |
| YTD | +197.5% | +28.1% | +169.3% | +336.0% |
| All | +284.1% | +36.9% | +247.2% | +517.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling