+302.0%
TRV vs BBY
+252.7%
+49.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.1% | -1.0% | +1.5% |
| 7D | +1.9% | +0.6% | +1.3% | +1.8% |
| 30D | +1.7% | +9.4% | -7.7% | -0.1% |
| 3M | +23.9% | +19.3% | +4.5% | +19.6% |
| 6M | +26.3% | +47.9% | -21.6% | +16.5% |
| YTD | +30.8% | +39.6% | -8.8% | +21.7% |
| 1Y | +36.3% | +22.2% | +14.1% | +29.7% |
| 3Y | +145.0% | +45.0% | +100.0% | +117.8% |
| 5Y | +163.9% | +2.6% | +161.3% | +146.3% |
| All | +302.0% | +252.7% | +49.3% | +191.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 10y: compounded portfolio wealth divided by compounded BBY 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…
10y analysis · Full analysis span regression · 6 months rolling