+7,105.0%
TRV vs BEN
+5,152.6%
+1,952.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.1% |
| 7D | +2.0% | +6.8% | -4.8% | -0.4% |
| 30D | +6.7% | +18.0% | -11.3% | +0.5% |
| 3M | +9.4% | +7.5% | +1.9% | +6.2% |
| 6M | +37.7% | +14.7% | +23.0% | +30.0% |
| YTD | +40.6% | +56.1% | -15.5% | +18.2% |
| 1Y | +42.4% | +69.6% | -27.2% | +16.1% |
| 3Y | +148.1% | +87.7% | +60.4% | +88.8% |
| 5Y | +181.7% | +28.6% | +153.0% | +137.5% |
| 10Y | +352.6% | +59.8% | +292.8% | +229.3% |
| All | +7,105.0% | +5,152.6% | +1,952.4% | +1,948.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling