+46.8%
TRV vs BIYA
-99.8%
+146.5%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.7% | +0.4% | -1.3% |
| 7D | -0.1% | +1.3% | -1.5% | -0.2% |
| 30D | -3.4% | -21.0% | +17.6% | -3.3% |
| 3M | +26.4% | -74.3% | +100.7% | +26.6% |
| 6M | +19.3% | -84.6% | +103.9% | +19.2% |
| YTD | +28.3% | -94.2% | +122.5% | +28.0% |
| 1Y | +34.3% | -98.2% | +132.5% | +34.7% |
| All | +46.8% | -99.8% | +146.5% | +49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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