+49.9%
TRV vs CSGP
-53.2%
+103.1%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.0% | -0.5% | +3.2% |
| 7D | +3.9% | +18.3% | -14.4% | +2.5% |
| 30D | +13.5% | +17.8% | -4.3% | +12.1% |
| 3M | +8.9% | +9.3% | -0.4% | +7.9% |
| 6M | +36.8% | -7.9% | +44.7% | +35.8% |
| YTD | +42.7% | -51.5% | +94.2% | +41.3% |
| 1Y | +49.9% | -53.3% | +103.2% | +48.7% |
| All | +49.9% | -53.2% | +103.1% | +48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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