+6,477.2%
TRV vs EAT
+11,644.8%
-5,167.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.6% | -1.9% | -1.4% |
| 7D | -0.1% | 0.0% | -0.2% | -0.2% |
| 30D | -3.4% | +1.9% | -5.3% | -4.0% |
| 3M | +26.4% | +68.7% | -42.3% | +15.2% |
| 6M | +19.3% | +66.9% | -47.6% | +8.0% |
| YTD | +28.3% | +60.4% | -32.1% | +16.5% |
| 1Y | +34.3% | +44.0% | -9.7% | +23.5% |
| 3Y | +140.1% | +604.7% | -464.5% | +61.5% |
| 5Y | +155.7% | +347.0% | -191.3% | +78.0% |
| 10Y | +285.5% | +390.8% | -105.2% | +130.2% |
| All | +6,477.2% | +11,644.8% | -5,167.6% | +1,732.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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