+790.9%
NOW vs TRV
+288.8%
+502.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.3% | -2.6% | -2.4% |
| 7D | -4.1% | +0.2% | -4.3% | -4.1% |
| 30D | +2.9% | -2.3% | +5.2% | +3.6% |
| 3M | +22.6% | +22.7% | -0.1% | +15.8% |
| 6M | +7.5% | +21.9% | -14.4% | +1.5% |
| YTD | -14.4% | +27.5% | -41.9% | -20.4% |
| 1Y | -29.8% | +36.2% | -66.0% | -36.1% |
| 3Y | +9.2% | +140.6% | -131.4% | -17.7% |
| 5Y | +0.8% | +154.5% | -153.7% | -26.6% |
| 10Y | +790.9% | +295.4% | +495.5% | +477.6% |
| All | +790.9% | +288.8% | +502.1% | +477.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling