+148.1%
TRV vs A
+64.5%
+83.6%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | 0.0% |
| 7D | +2.0% | -0.5% | +2.5% | +2.0% |
| 30D | +6.7% | 0.0% | +6.7% | +6.7% |
| 3M | +9.4% | +16.7% | -7.3% | +8.2% |
| 6M | +37.7% | +54.8% | -17.1% | +32.7% |
| YTD | +40.6% | +28.8% | +11.8% | +38.1% |
| 1Y | +42.4% | +19.3% | +23.1% | +41.2% |
| 3Y | +148.1% | +65.5% | +82.6% | +131.6% |
| All | +148.1% | +64.5% | +83.6% | +131.6% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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