+158.5%
TRV vs DOW
-36.0%
+194.5%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.4% |
| 7D | -1.5% | -2.4% | +0.9% | -1.1% |
| 30D | -1.8% | -4.1% | +2.3% | -1.3% |
| 3M | +21.6% | -12.4% | +34.0% | +23.7% |
| 6M | +22.5% | -10.6% | +33.1% | +23.0% |
| YTD | +28.1% | +31.1% | -2.9% | +18.9% |
| 1Y | +37.0% | +30.5% | +6.5% | +26.5% |
| 3Y | +141.9% | -34.4% | +176.3% | +161.6% |
| 5Y | +158.5% | -35.5% | +194.0% | +172.8% |
| All | +158.5% | -36.0% | +194.5% | +172.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling