+2,260.4%
TRV vs BB
+266.8%
+1,993.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.2% | -3.2% | -1.2% |
| 7D | +0.5% | +0.5% | 0.0% | +0.4% |
| 30D | -4.9% | -12.4% | +7.5% | -4.0% |
| 3M | +23.7% | -15.3% | +39.0% | +24.5% |
| 6M | +20.3% | +128.8% | -108.5% | +11.4% |
| YTD | +27.1% | +107.7% | -80.6% | +18.5% |
| 1Y | +35.3% | +103.9% | -68.5% | +26.0% |
| 3Y | +139.8% | +72.6% | +67.2% | +120.2% |
| 5Y | +153.9% | -24.3% | +178.1% | +143.4% |
| 10Y | +285.9% | +3.1% | +282.7% | +229.8% |
| All | +2,260.4% | +266.8% | +1,993.7% | +1,679.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling