+34.3%
TRV vs B
+70.0%
-35.7%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.2% | +0.9% | -1.4% |
| 7D | -0.1% | -1.6% | +1.4% | -0.2% |
| 30D | -3.4% | +9.4% | -12.9% | -2.9% |
| 3M | +26.4% | +5.0% | +21.4% | +26.9% |
| 6M | +19.3% | -3.5% | +22.8% | +19.4% |
| YTD | +28.3% | +4.5% | +23.9% | +29.1% |
| 1Y | +34.3% | +67.8% | -33.5% | +39.0% |
| All | +34.3% | +70.0% | -35.7% | +39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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