+322.4%
NET vs TRV
+155.7%
+166.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.5% | -6.1% | -2.8% |
| 7D | -16.4% | +3.9% | -20.2% | -16.6% |
| 30D | -25.8% | +13.5% | -39.3% | -26.6% |
| 3M | -11.5% | +8.9% | -20.4% | -12.2% |
| 6M | +18.9% | +36.8% | -17.8% | +14.7% |
| YTD | +35.2% | +42.7% | -7.5% | +29.1% |
| 1Y | +14.5% | +49.9% | -35.4% | +8.0% |
| All | +322.4% | +155.7% | +166.7% | +329.7% |
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