+148.1%
TRV vs ALL
+117.7%
+30.4%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.3% | -0.2% |
| 7D | +2.0% | +5.0% | -3.0% | -0.9% |
| 30D | +6.7% | +13.3% | -6.6% | -0.9% |
| 3M | +9.4% | +3.2% | +6.2% | +7.1% |
| 6M | +37.7% | +25.3% | +12.4% | +19.8% |
| YTD | +40.6% | +30.5% | +10.1% | +19.0% |
| 1Y | +42.4% | +29.2% | +13.2% | +21.2% |
| 3Y | +148.1% | +119.1% | +29.0% | +68.6% |
| All | +148.1% | +117.7% | +30.4% | +68.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling