+145.0%
TRV vs DOW
-36.3%
+181.3%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.1% | +4.1% | +2.2% |
| 7D | +1.9% | -1.4% | +3.3% | +2.0% |
| 30D | +1.7% | -3.9% | +5.6% | +1.9% |
| 3M | +23.9% | -12.7% | +36.6% | +25.0% |
| 6M | +26.3% | -13.7% | +40.0% | +26.7% |
| YTD | +30.8% | +28.4% | +2.4% | +24.9% |
| 1Y | +36.3% | +21.8% | +14.6% | +30.7% |
| 3Y | +145.0% | -35.7% | +180.7% | +159.6% |
| All | +145.0% | -36.3% | +181.3% | +159.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 3y: compounded portfolio wealth divided by compounded DOW 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…
3y analysis · Full analysis span regression · 6 months rolling