+6,467.7%
TRV vs BBY
+73,762.8%
-67,295.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.5% | +0.5% |
| 7D | -1.5% | +0.7% | -2.2% | -1.6% |
| 30D | -1.8% | +5.8% | -7.6% | -2.6% |
| 3M | +21.6% | +18.0% | +3.6% | +18.9% |
| 6M | +22.5% | +39.8% | -17.4% | +16.8% |
| YTD | +28.1% | +35.4% | -7.2% | +22.5% |
| 1Y | +37.0% | +21.4% | +15.6% | +32.6% |
| 3Y | +141.9% | +39.5% | +102.4% | +126.0% |
| 5Y | +158.5% | -0.5% | +159.0% | +148.0% |
| 10Y | +297.5% | +240.0% | +57.5% | +221.9% |
| All | +6,467.7% | +73,762.8% | -67,295.1% | +3,300.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling