+159.7%
TRV vs BEN
+36.0%
+123.7%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | +1.9% | -3.1% | +5.0% | +2.5% |
| 30D | +1.7% | +0.2% | +1.5% | +1.6% |
| 3M | +23.9% | +6.8% | +17.0% | +22.0% |
| 6M | +26.3% | +38.1% | -11.8% | +17.7% |
| YTD | +30.8% | +44.3% | -13.5% | +20.6% |
| 1Y | +36.3% | +42.6% | -6.2% | +25.8% |
| 3Y | +145.0% | +52.3% | +92.7% | +118.5% |
| All | +159.7% | +36.0% | +123.7% | +133.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling