+167.4%
TRV vs BBAI
-71.7%
+239.1%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.1% | +3.4% | +0.3% |
| 7D | +0.2% | -4.1% | +4.3% | +0.2% |
| 30D | -2.3% | -12.4% | +10.0% | -2.3% |
| 3M | +22.7% | -29.1% | +51.8% | +22.8% |
| 6M | +21.9% | -32.6% | +54.6% | +22.0% |
| YTD | +27.5% | -47.6% | +75.1% | +27.6% |
| 1Y | +36.2% | -41.0% | +77.3% | +36.3% |
| 3Y | +140.6% | +67.5% | +73.1% | +138.6% |
| 5Y | +154.5% | -71.3% | +225.8% | +140.5% |
| All | +167.4% | -71.7% | +239.1% | +154.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 BBAI 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