+138.7%
TRV vs BEN
+53.1%
+85.7%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.9% | +0.6% |
| 7D | +0.2% | +3.4% | -3.2% | -0.4% |
| 30D | -2.3% | +1.8% | -4.1% | -2.7% |
| 3M | +22.7% | +8.4% | +14.3% | +20.7% |
| 6M | +21.9% | +35.6% | -13.7% | +14.7% |
| YTD | +27.5% | +46.4% | -18.9% | +18.0% |
| 1Y | +36.2% | +46.3% | -10.1% | +25.9% |
| All | +138.7% | +53.1% | +85.7% | +116.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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