+180.5%
TRV vs BB
-17.6%
+198.1%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +0.1% |
| 7D | +2.0% | +1.8% | +0.2% | +2.0% |
| 30D | +6.7% | +8.1% | -1.4% | +6.5% |
| 3M | +9.4% | -1.0% | +10.4% | +9.3% |
| 6M | +37.7% | +45.9% | -8.2% | +35.6% |
| YTD | +40.6% | +134.8% | -94.2% | +36.2% |
| 1Y | +42.4% | +104.6% | -62.2% | +38.5% |
| 3Y | +148.1% | +152.8% | -4.7% | +136.3% |
| All | +180.5% | -17.6% | +198.1% | +197.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling