+149.6%
GOOGL vs TRV
+146.6%
+3.0%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.1% | -0.3% | +1.8% |
| 7D | 0.0% | +1.9% | -1.9% | 0.0% |
| 30D | -1.4% | +1.7% | -3.1% | -1.4% |
| 3M | -5.3% | +23.9% | -29.2% | -5.3% |
| 6M | +9.8% | +26.3% | -16.5% | +9.7% |
| YTD | +8.4% | +30.8% | -22.5% | +8.2% |
| 1Y | +41.2% | +36.3% | +4.9% | +41.0% |
| 3Y | +149.6% | +145.0% | +4.6% | +178.4% |
| All | +149.6% | +146.6% | +3.0% | +178.4% |
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