-52.7%
TEAM vs TRV
+154.6%
-207.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.5% | +1.0% |
| 7D | -7.8% | -1.5% | -6.3% | -7.6% |
| 30D | +16.5% | -1.8% | +18.4% | +16.8% |
| 3M | +96.2% | +21.6% | +74.6% | +91.6% |
| 6M | +130.2% | +22.5% | +107.7% | +124.4% |
| YTD | +10.7% | +28.1% | -17.4% | +7.1% |
| 1Y | +3.0% | +37.0% | -34.0% | -1.3% |
| 3Y | -13.1% | +141.9% | -155.0% | -21.3% |
| 5Y | -52.7% | +158.5% | -211.2% | -59.8% |
| All | -52.7% | +154.6% | -207.4% | -59.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling