+25.7%
C vs TRV
+43.0%
-17.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | -0.1% | 0.0% |
| 7D | +4.2% | +2.0% | +2.1% | +4.0% |
| 30D | +2.0% | +6.7% | -4.7% | +1.8% |
| 3M | -10.1% | +9.4% | -19.5% | -10.3% |
| 6M | +1.0% | +37.7% | -36.7% | -1.3% |
| YTD | +8.5% | +40.6% | -32.1% | +5.1% |
| 1Y | +25.7% | +42.4% | -16.7% | +22.2% |
| All | +25.7% | +43.0% | -17.3% | +22.2% |
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