+140.0%
TRV vs BTG
+94.1%
+45.9%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.9% | +3.4% | +0.6% |
| 7D | -1.5% | -5.5% | +4.0% | -1.4% |
| 30D | -1.8% | +6.1% | -7.9% | -1.9% |
| 3M | +21.6% | +38.6% | -17.1% | +21.0% |
| 6M | +22.5% | +0.7% | +21.8% | +22.6% |
| YTD | +28.1% | +20.3% | +7.8% | +27.4% |
| 1Y | +37.0% | +25.0% | +12.0% | +35.4% |
| All | +140.0% | +94.1% | +45.9% | +131.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 3y: compounded portfolio wealth divided by compounded BTG 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…
3y analysis · Full analysis span regression · 6 months rolling