+344.9%
TRV vs EIX
+35.3%
+309.6%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.1% |
| 7D | +2.0% | +1.4% | +0.7% | +1.6% |
| 30D | +6.7% | +8.5% | -1.8% | +4.0% |
| 3M | +9.4% | -13.5% | +22.8% | +12.7% |
| 6M | +37.7% | -12.4% | +50.1% | +40.9% |
| YTD | +40.6% | +5.9% | +34.7% | +33.8% |
| 1Y | +42.4% | +7.6% | +34.8% | +34.7% |
| 3Y | +148.1% | +12.8% | +135.3% | +124.1% |
| 5Y | +181.7% | +19.2% | +162.5% | +144.2% |
| All | +344.9% | +35.3% | +309.6% | +248.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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