+145.0%
TRV vs EOG
+22.5%
+122.5%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.1% | +2.1% |
| 7D | +1.9% | +1.5% | +0.4% | +1.8% |
| 30D | +1.7% | +2.9% | -1.2% | +1.4% |
| 3M | +23.9% | +8.7% | +15.2% | +22.5% |
| 6M | +26.3% | +12.9% | +13.4% | +23.9% |
| YTD | +30.8% | +43.8% | -13.0% | +23.5% |
| 1Y | +36.3% | +27.1% | +9.3% | +31.4% |
| 3Y | +145.0% | +25.9% | +119.1% | +135.0% |
| All | +145.0% | +22.5% | +122.5% | +135.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 3y: compounded portfolio wealth divided by compounded EOG 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…
3y analysis · Full analysis span regression · 6 months rolling