+148.1%
TRV vs COMP
+414.9%
-266.8%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.1% | +3.1% | +1.0% |
| 7D | +0.1% | +8.9% | -8.8% | -0.4% |
| 30D | +8.0% | +14.0% | -6.0% | +7.2% |
| 3M | +9.3% | -21.1% | +30.4% | +10.1% |
| 6M | +36.2% | +20.1% | +16.1% | +34.4% |
| YTD | +40.6% | -5.0% | +45.6% | +39.4% |
| 1Y | +43.1% | +5.7% | +37.4% | +41.0% |
| All | +148.1% | +414.9% | -266.8% | +144.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling