+148.1%
TRV vs BEN
+86.4%
+61.8%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.1% |
| 7D | +2.0% | +6.8% | -4.8% | +0.9% |
| 30D | +6.7% | +18.0% | -11.3% | +3.7% |
| 3M | +9.4% | +7.5% | +1.9% | +7.9% |
| 6M | +37.7% | +14.7% | +23.0% | +33.9% |
| YTD | +40.6% | +56.1% | -15.5% | +28.3% |
| 1Y | +42.4% | +69.6% | -27.2% | +27.7% |
| 3Y | +148.1% | +87.7% | +60.4% | +124.7% |
| All | +148.1% | +86.4% | +61.8% | +124.7% |
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