-21.2%
NOW vs TRV
+149.8%
-171.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.9% | -3.0% | -2.2% |
| 7D | -1.7% | +0.1% | -1.7% | -1.7% |
| 30D | -27.4% | +8.0% | -35.4% | -28.4% |
| 3M | -19.4% | +9.3% | -28.7% | -20.7% |
| 6M | +13.1% | +36.2% | -23.1% | +8.1% |
| YTD | -34.3% | +40.6% | -74.9% | -37.8% |
| 1Y | -41.8% | +43.1% | -84.8% | -45.1% |
| All | -21.2% | +149.8% | -171.0% | -30.5% |
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 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