+15.1%
TEAM vs TRV
+54.4%
-39.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.5% | -4.1% | -1.2% |
| 7D | -13.7% | +3.9% | -17.6% | -14.3% |
| 30D | -3.4% | +13.5% | -16.9% | -5.8% |
| 3M | +72.1% | +8.9% | +63.3% | +68.6% |
| 6M | +103.8% | +36.8% | +67.1% | +101.9% |
| YTD | +17.1% | +42.7% | -25.6% | +7.9% |
| 1Y | +15.1% | +49.9% | -34.8% | +5.2% |
| All | +15.1% | +54.4% | -39.3% | +5.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling