+319.1%
DELL vs TRV
+34.7%
+284.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.3% | +2.8% | +1.1% |
| 7D | +14.9% | -0.1% | +15.0% | +14.7% |
| 30D | +13.3% | -3.4% | +16.7% | +11.8% |
| 3M | +24.4% | +26.4% | -2.0% | +33.8% |
| 6M | +258.0% | +19.3% | +238.7% | +287.5% |
| YTD | +320.2% | +28.3% | +291.9% | +350.8% |
| 1Y | +319.1% | +34.3% | +284.8% | +361.8% |
| All | +319.1% | +34.7% | +284.4% | +361.8% |
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