+42.1%
TRV vs COMP
+25.5%
+16.6%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.7% | -5.7% | -0.2% |
| 7D | -0.9% | +14.5% | -15.4% | -1.5% |
| 30D | +7.2% | +14.9% | -7.7% | +6.5% |
| 3M | +3.2% | -14.2% | +17.4% | +3.1% |
| 6M | +33.6% | +23.7% | +9.9% | +32.1% |
| YTD | +37.8% | +2.1% | +35.7% | +34.5% |
| All | +42.1% | +25.5% | +16.6% | +36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 COMP 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