+145.0%
TRV vs BBY
+42.8%
+102.2%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.1% | -1.0% | +1.9% |
| 7D | +1.9% | +0.6% | +1.3% | +1.9% |
| 30D | +1.7% | +9.4% | -7.7% | +1.0% |
| 3M | +23.9% | +19.3% | +4.5% | +22.2% |
| 6M | +26.3% | +47.9% | -21.6% | +22.2% |
| YTD | +30.8% | +39.6% | -8.8% | +27.1% |
| 1Y | +36.3% | +22.2% | +14.1% | +33.8% |
| 3Y | +145.0% | +45.0% | +100.0% | +135.1% |
| All | +145.0% | +42.8% | +102.2% | +135.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling