+159.7%
TRV vs EOSE
-70.0%
+229.6%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.0% | +3.1% | +2.1% |
| 7D | +1.9% | +1.8% | +0.1% | +1.9% |
| 30D | +1.7% | -6.8% | +8.5% | +1.7% |
| 3M | +23.9% | -36.3% | +60.2% | +24.2% |
| 6M | +26.3% | -38.8% | +65.0% | +26.4% |
| YTD | +30.8% | -65.5% | +96.3% | +31.4% |
| 1Y | +36.3% | -45.3% | +81.6% | +35.6% |
| 3Y | +145.0% | +44.2% | +100.9% | +136.4% |
| All | +159.7% | -70.0% | +229.6% | +147.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 5y: compounded portfolio wealth divided by compounded EOSE 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…
5y analysis · Full analysis span regression · 6 months rolling