+3,688.4%
TRV vs BWA
+3,424.3%
+264.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +0.9% | -0.5% |
| 7D | +0.5% | +4.3% | -3.8% | -0.7% |
| 30D | -4.9% | -2.9% | -2.0% | -4.3% |
| 3M | +23.7% | -12.4% | +36.2% | +27.3% |
| 6M | +20.3% | +28.6% | -8.2% | +10.5% |
| YTD | +27.1% | +48.2% | -21.2% | +10.8% |
| 1Y | +35.3% | +50.9% | -15.6% | +17.2% |
| 3Y | +139.8% | +72.2% | +67.7% | +94.7% |
| 5Y | +153.9% | +91.1% | +62.8% | +94.7% |
| 10Y | +285.9% | +144.0% | +141.8% | +161.0% |
| All | +3,688.4% | +3,424.3% | +264.1% | +1,128.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded BWA 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling