+224.2%
TRV vs DOW
-15.4%
+239.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.4% | -1.1% |
| 7D | +0.5% | -2.9% | +3.4% | +1.3% |
| 30D | -4.9% | +2.0% | -6.8% | -5.6% |
| 3M | +23.7% | -12.5% | +36.3% | +27.9% |
| 6M | +20.3% | -9.2% | +29.5% | +21.0% |
| YTD | +27.1% | +30.8% | -3.7% | +12.0% |
| 1Y | +35.3% | +29.4% | +5.9% | +18.4% |
| 3Y | +139.8% | -34.6% | +174.4% | +161.3% |
| 5Y | +153.9% | -35.9% | +189.8% | +172.6% |
| All | +224.2% | -15.4% | +239.7% | +146.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling