+34.3%
TRV vs ALL
+28.3%
+6.0%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.3% | 0.0% | -0.6% |
| 7D | -0.1% | 0.0% | -0.2% | -0.1% |
| 30D | -3.4% | -1.5% | -1.9% | -2.8% |
| 3M | +26.4% | +23.6% | +2.8% | +12.2% |
| 6M | +19.3% | +22.3% | -3.0% | +6.1% |
| YTD | +28.3% | +26.5% | +1.8% | +11.8% |
| 1Y | +34.3% | +27.0% | +7.3% | +16.1% |
| All | +34.3% | +28.3% | +6.0% | +16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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