+142.1%
GOOG vs TRV
+141.6%
+0.6%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.6% |
| 7D | -2.5% | -1.5% | -1.0% | -2.5% |
| 30D | -3.6% | -1.8% | -1.8% | -3.6% |
| 3M | -6.4% | +21.6% | -28.0% | -6.6% |
| 6M | +7.8% | +22.5% | -14.7% | +7.6% |
| YTD | +5.5% | +28.1% | -22.7% | +5.2% |
| 1Y | +38.3% | +37.0% | +1.2% | +37.7% |
| All | +142.1% | +141.6% | +0.6% | +170.6% |
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 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