+41.8%
TRV vs AS
+2.8%
+39.0%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | -0.2% |
| 7D | -2.4% | -3.0% | +0.6% | -2.3% |
| 30D | +7.5% | +9.6% | -2.1% | +7.2% |
| 3M | +6.7% | -8.2% | +14.9% | +6.9% |
| 6M | +35.5% | -9.9% | +45.4% | +35.7% |
| YTD | +39.3% | -16.8% | +56.1% | +39.4% |
| 1Y | +41.8% | +3.0% | +38.8% | +40.4% |
| All | +41.8% | +2.8% | +39.0% | +40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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