+295.4%
TRV vs ALLE
+146.0%
+149.5%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.8% | +3.1% | +1.4% |
| 7D | +0.2% | -2.2% | +2.3% | +1.0% |
| 30D | -2.3% | -8.3% | +6.0% | +1.0% |
| 3M | +22.7% | +16.3% | +6.4% | +14.9% |
| 6M | +21.9% | +1.8% | +20.1% | +20.0% |
| YTD | +27.5% | -3.9% | +31.4% | +27.7% |
| 1Y | +36.2% | -10.0% | +46.3% | +40.0% |
| 3Y | +140.6% | +45.8% | +94.8% | +97.3% |
| 5Y | +154.5% | +13.3% | +141.2% | +129.0% |
| 10Y | +295.4% | +155.3% | +140.2% | +168.4% |
| All | +295.4% | +146.0% | +149.5% | +168.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded ALLE 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling