+49.9%
TRV vs AR
+14.7%
+35.1%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -6.3% | +9.8% | +3.2% |
| 7D | +3.9% | -11.1% | +15.0% | +3.4% |
| 30D | +13.5% | +7.9% | +5.6% | +13.7% |
| 3M | +8.9% | +4.9% | +4.0% | +9.1% |
| 6M | +36.8% | -5.3% | +42.1% | +36.2% |
| YTD | +42.7% | +8.6% | +34.1% | +41.8% |
| 1Y | +49.9% | +13.7% | +36.2% | +48.2% |
| All | +49.9% | +14.7% | +35.1% | +48.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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