+33,829.3%
HD vs TRV
+7,258.3%
+26,571.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +1.5% | +2.0% | -0.5% | +0.6% |
| 30D | +18.0% | +6.7% | +11.3% | +14.9% |
| 3M | +2.8% | +9.4% | -6.6% | -1.1% |
| 6M | +17.0% | +37.7% | -20.7% | +1.4% |
| YTD | +3.5% | +40.6% | -37.1% | -11.2% |
| 1Y | -2.6% | +42.4% | -45.0% | -17.0% |
| 3Y | +30.7% | +148.1% | -117.4% | -14.4% |
| 5Y | +6.2% | +181.7% | -175.5% | -35.5% |
| 10Y | +242.7% | +352.6% | -109.9% | +63.6% |
| All | +33,829.3% | +7,258.3% | +26,571.0% | +3,842.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling