+210.2%
TER vs TRV
+147.5%
+62.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.3% | +8.6% | +8.3% |
| 7D | +5.9% | -2.4% | +8.3% | +5.5% |
| 30D | -30.8% | +7.5% | -38.2% | -30.1% |
| 3M | -29.9% | +6.7% | -36.7% | -29.2% |
| 6M | -27.5% | +35.5% | -62.9% | -27.4% |
| YTD | +37.5% | +39.3% | -1.8% | +37.5% |
| 1Y | +50.3% | +41.8% | +8.5% | +49.8% |
| All | +210.2% | +147.5% | +62.7% | +239.5% |
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