+219.8%
C vs TRV
+145.3%
+74.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | -0.9% | -0.9% | 0.0% | -0.6% |
| 30D | -5.4% | +7.2% | -12.6% | -7.2% |
| 3M | -9.2% | +3.2% | -12.3% | -10.0% |
| 6M | -1.8% | +33.6% | -35.4% | -10.7% |
| YTD | +6.7% | +37.8% | -31.1% | -4.2% |
| 1Y | +23.5% | +43.4% | -19.9% | +9.3% |
| 3Y | +219.8% | +146.7% | +73.1% | +178.1% |
| All | +219.8% | +145.3% | +74.5% | +178.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling