+34.3%
TRV vs BDX
+27.3%
+7.0%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.5% | +0.2% | -1.0% |
| 7D | -0.1% | -2.5% | +2.4% | +0.4% |
| 30D | -3.4% | +8.3% | -11.7% | -5.3% |
| 3M | +26.4% | +24.4% | +2.0% | +19.5% |
| 6M | +19.3% | +9.2% | +10.1% | +17.0% |
| YTD | +28.3% | +22.7% | +5.6% | +21.0% |
| 1Y | +34.3% | +25.9% | +8.4% | +25.7% |
| All | +34.3% | +27.3% | +7.0% | +25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 1y: compounded portfolio wealth divided by compounded BDX 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…
1y analysis · Full analysis span regression · 6 months rolling