+34.3%
TRV vs BB
+105.3%
-71.1%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | -0.1% | -5.6% | +5.5% | -0.4% |
| 30D | -3.4% | -11.8% | +8.4% | -3.9% |
| 3M | +26.4% | -25.5% | +51.9% | +25.1% |
| 6M | +19.3% | +121.3% | -102.0% | +21.5% |
| YTD | +28.3% | +103.2% | -74.8% | +30.3% |
| 1Y | +34.3% | +102.6% | -68.3% | +34.9% |
| All | +34.3% | +105.3% | -71.1% | +34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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