+6,411.5%
TRV vs BAX
+862.9%
+5,548.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.8% | +2.8% | 0.0% |
| 7D | +0.5% | -2.4% | +2.9% | +1.1% |
| 30D | -4.9% | -9.7% | +4.9% | -2.3% |
| 3M | +23.7% | +29.3% | -5.5% | +14.6% |
| 6M | +20.3% | +40.7% | -20.3% | +8.3% |
| YTD | +27.1% | +30.3% | -3.2% | +15.7% |
| 1Y | +35.3% | +3.4% | +31.9% | +30.5% |
| 3Y | +139.8% | -32.0% | +171.8% | +151.2% |
| 5Y | +153.9% | -66.9% | +220.7% | +222.5% |
| 10Y | +285.9% | -37.1% | +322.9% | +303.0% |
| All | +6,411.5% | +862.9% | +5,548.6% | +3,537.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded BAX 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling