+6,411.5%
TRV vs BEN
+4,901.8%
+1,509.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.9% |
| 7D | +0.5% | +4.7% | -4.2% | -1.2% |
| 30D | -4.9% | +2.6% | -7.5% | -5.8% |
| 3M | +23.7% | +11.5% | +12.3% | +18.5% |
| 6M | +20.3% | +35.3% | -15.0% | +7.0% |
| YTD | +27.1% | +48.6% | -21.6% | +9.0% |
| 1Y | +35.3% | +46.7% | -11.4% | +16.3% |
| 3Y | +139.8% | +57.0% | +82.8% | +94.6% |
| 5Y | +153.9% | +41.8% | +112.0% | +105.5% |
| 10Y | +285.9% | +55.2% | +230.6% | +182.8% |
| All | +6,411.5% | +4,901.8% | +1,509.7% | +1,789.8% |
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