+37.0%
TRV vs DAR
+110.4%
-73.3%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +0.5% |
| 7D | -1.5% | +0.9% | -2.4% | -1.5% |
| 30D | -1.8% | +6.4% | -8.2% | -1.7% |
| 3M | +21.6% | +13.2% | +8.3% | +21.8% |
| 6M | +22.5% | +26.2% | -3.7% | +22.3% |
| YTD | +28.1% | +84.4% | -56.2% | +26.4% |
| 1Y | +37.0% | +112.0% | -75.0% | +34.1% |
| All | +37.0% | +110.4% | -73.3% | +34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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