-41.5%
TRI vs RVTY
+50.6%
-92.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.8% | -1.1% | +1.3% |
| 7D | -7.9% | -4.5% | -3.3% | -7.3% |
| 30D | -4.5% | +5.5% | -10.0% | -5.2% |
| 3M | +22.1% | +22.5% | -0.4% | +17.7% |
| 6M | -2.8% | +38.9% | -41.7% | -9.5% |
| YTD | -23.4% | +28.7% | -52.2% | -25.3% |
| 1Y | -41.5% | +45.5% | -87.0% | -42.1% |
| All | -41.5% | +50.6% | -92.1% | -42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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