+42.4%
TRV vs EMB
-0.6%
+43.0%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | +2.0% | -0.9% | +2.9% | +2.4% |
| 30D | +6.7% | +0.4% | +6.4% | +6.6% |
| 3M | +9.4% | -3.1% | +12.5% | +10.4% |
| 6M | +37.7% | -2.1% | +39.8% | +38.3% |
| YTD | +40.6% | -1.1% | +41.7% | +40.6% |
| 1Y | +42.4% | -0.1% | +42.5% | +41.7% |
| All | +42.4% | -0.6% | +43.0% | +41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 1y: compounded portfolio wealth divided by compounded EMB 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…
1y analysis · Full analysis span regression · 6 months rolling