+995.4%
TER vs TRV
+350.6%
+644.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | 0.0% | -5.4% | -5.4% |
| 7D | +14.4% | +2.0% | +12.3% | +13.5% |
| 30D | -30.6% | +6.7% | -37.3% | -32.5% |
| 3M | -39.2% | +9.4% | -48.5% | -41.6% |
| 6M | -31.3% | +37.7% | -69.0% | -41.3% |
| YTD | +29.1% | +40.6% | -11.5% | +8.9% |
| 1Y | +47.4% | +42.4% | +5.0% | +23.5% |
| 3Y | +191.2% | +148.1% | +43.1% | +78.5% |
| 5Y | +74.0% | +181.7% | -107.7% | -2.8% |
| All | +995.4% | +350.6% | +644.8% | +430.7% |
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