+14,183.4%
TER vs TRV
+6,617.1%
+7,566.3%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.3% | +6.8% | +6.2% |
| 7D | +0.6% | -0.1% | +0.8% | +0.6% |
| 30D | -8.3% | -3.4% | -4.8% | -6.8% |
| 3M | -12.2% | +26.4% | -38.6% | -23.8% |
| 6M | +17.1% | +19.3% | -2.2% | +4.7% |
| YTD | +84.7% | +28.3% | +56.3% | +58.4% |
| 1Y | +199.9% | +34.3% | +165.6% | +150.0% |
| 3Y | +232.8% | +140.1% | +92.6% | +97.4% |
| 5Y | +198.6% | +155.7% | +42.8% | +68.5% |
| 10Y | +1,669.7% | +285.5% | +1,384.2% | +667.4% |
| All | +14,183.4% | +6,617.1% | +7,566.3% | +1,502.0% |
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