+6,961.6%
TRV vs D
+2,436.6%
+4,525.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.2% |
| 7D | -0.9% | +0.8% | -1.7% | -1.2% |
| 30D | +7.2% | +10.7% | -3.5% | +2.3% |
| 3M | +3.2% | +2.3% | +0.9% | +2.0% |
| 6M | +33.6% | +12.5% | +21.1% | +26.0% |
| YTD | +37.8% | +20.1% | +17.7% | +25.7% |
| 1Y | +43.4% | +15.6% | +27.8% | +33.0% |
| 3Y | +146.7% | +75.2% | +71.5% | +84.7% |
| 5Y | +176.1% | +14.6% | +161.5% | +147.4% |
| 10Y | +357.4% | +43.8% | +313.7% | +254.8% |
| All | +6,961.6% | +2,436.6% | +4,525.0% | +1,428.2% |
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