+344.9%
TRV vs ARWR
+1,024.2%
-679.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.1% |
| 7D | +2.0% | -17.8% | +19.9% | +3.0% |
| 30D | +6.7% | -18.1% | +24.9% | +7.7% |
| 3M | +9.4% | -44.2% | +53.5% | +12.4% |
| 6M | +37.7% | -38.6% | +76.4% | +40.6% |
| YTD | +40.6% | -28.0% | +68.6% | +41.9% |
| 1Y | +42.4% | +16.1% | +26.3% | +39.6% |
| 3Y | +148.1% | +84.0% | +64.1% | +130.6% |
| 5Y | +181.7% | -35.4% | +217.1% | +172.6% |
| All | +344.9% | +1,024.2% | -679.3% | +290.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 10y: compounded portfolio wealth divided by compounded ARWR 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…
10y analysis · Full analysis span regression · 6 months rolling