+293.8%
TRV vs DRI
+348.7%
-54.9%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.8% |
| 7D | -1.5% | -4.8% | +3.3% | -0.1% |
| 30D | -1.8% | -5.2% | +3.4% | -0.5% |
| 3M | +21.6% | +2.7% | +18.8% | +20.2% |
| 6M | +22.5% | +3.6% | +18.8% | +20.5% |
| YTD | +28.1% | +15.4% | +12.7% | +21.9% |
| 1Y | +37.0% | +1.3% | +35.8% | +34.9% |
| 3Y | +141.9% | +53.1% | +88.8% | +108.5% |
| 5Y | +158.5% | +64.6% | +94.0% | +114.1% |
| All | +293.8% | +348.7% | -54.9% | +143.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 10y: compounded portfolio wealth divided by compounded DRI 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…
10y analysis · Full analysis span regression · 6 months rolling