+34.3%
TRV vs AU
+100.5%
-66.2%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +1.0% | -1.4% |
| 7D | -0.1% | -3.6% | +3.5% | -0.2% |
| 30D | -3.4% | +23.9% | -27.3% | -3.1% |
| 3M | +26.4% | +19.1% | +7.3% | +26.9% |
| 6M | +19.3% | -0.2% | +19.5% | +19.7% |
| YTD | +28.3% | +32.5% | -4.1% | +29.0% |
| 1Y | +34.3% | +96.9% | -62.7% | +35.8% |
| All | +34.3% | +100.5% | -66.2% | +35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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