+35.3%
TRV vs CSGP
-66.0%
+101.3%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.8% | -0.9% |
| 7D | +0.5% | -5.1% | +5.6% | +0.8% |
| 30D | -4.9% | +0.3% | -5.2% | -5.0% |
| 3M | +23.7% | -9.1% | +32.9% | +23.9% |
| 6M | +20.3% | -37.3% | +57.6% | +21.9% |
| YTD | +27.1% | -54.9% | +81.9% | +31.0% |
| 1Y | +35.3% | -65.5% | +100.9% | +48.1% |
| All | +35.3% | -66.0% | +101.3% | +48.1% |
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