+6,477.2%
TRV vs D
+2,347.4%
+4,129.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.1% |
| 7D | -0.1% | +1.5% | -1.6% | -0.8% |
| 30D | -3.4% | -2.6% | -0.8% | -2.3% |
| 3M | +26.4% | 0.0% | +26.4% | +26.3% |
| 6M | +19.3% | +7.4% | +11.9% | +14.9% |
| YTD | +28.3% | +15.9% | +12.5% | +19.1% |
| 1Y | +34.3% | +18.1% | +16.2% | +23.4% |
| 3Y | +140.1% | +58.4% | +81.8% | +87.6% |
| 5Y | +155.7% | +5.2% | +150.5% | +138.6% |
| 10Y | +285.5% | +35.9% | +249.7% | +207.2% |
| All | +6,477.2% | +2,347.4% | +4,129.8% | +1,348.4% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 all: compounded portfolio wealth divided by compounded D 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…
all analysis · Full analysis span regression · 6 months rolling