+34.3%
TRV vs BLK
+3.3%
+31.0%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.3% |
| 7D | -0.1% | -3.6% | +3.5% | 0.0% |
| 30D | -3.4% | -1.0% | -2.4% | -3.4% |
| 3M | +26.4% | +10.4% | +16.0% | +25.6% |
| 6M | +19.3% | +8.2% | +11.1% | +18.4% |
| YTD | +28.3% | +6.0% | +22.3% | +27.1% |
| 1Y | +34.3% | +3.3% | +30.9% | +33.7% |
| All | +34.3% | +3.3% | +31.0% | +33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 1y: compounded portfolio wealth divided by compounded BLK 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…
1y analysis · Full analysis span regression · 6 months rolling