+142.2%
TRV vs B
+202.3%
-60.1%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.2% | +0.9% | -1.3% |
| 7D | -0.1% | -1.6% | +1.4% | -0.1% |
| 30D | -3.4% | +9.4% | -12.9% | -3.6% |
| 3M | +26.4% | +5.0% | +21.4% | +26.3% |
| 6M | +19.3% | -3.5% | +22.8% | +19.5% |
| YTD | +28.3% | +4.5% | +23.9% | +27.8% |
| 1Y | +34.3% | +67.8% | -33.5% | +28.9% |
| All | +142.2% | +202.3% | -60.1% | +121.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling