+1,924.6%
NOW vs TRV
+761.0%
+1,163.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.4% | -4.5% | -3.5% |
| 7D | -8.7% | +1.4% | -10.1% | -9.2% |
| 30D | -29.3% | +8.7% | -38.0% | -31.4% |
| 3M | -21.8% | +7.1% | -28.9% | -23.8% |
| 6M | +9.2% | +35.5% | -26.3% | -1.9% |
| YTD | -35.0% | +39.7% | -74.7% | -42.4% |
| 1Y | -42.5% | +44.1% | -86.6% | -49.7% |
| 3Y | -21.5% | +148.1% | -169.7% | -44.9% |
| 5Y | -25.8% | +178.6% | -204.3% | -51.3% |
| 10Y | +506.3% | +352.5% | +153.8% | +188.0% |
| All | +1,924.6% | +761.0% | +1,163.6% | +569.1% |
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