+302.0%
TRV vs EQT
+50.4%
+251.6%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.6% | +3.7% | +2.2% |
| 7D | +1.9% | -2.0% | +3.9% | +2.1% |
| 30D | +1.7% | 0.0% | +1.7% | +1.7% |
| 3M | +23.9% | +5.9% | +17.9% | +23.1% |
| 6M | +26.3% | -14.8% | +41.1% | +27.9% |
| YTD | +30.8% | +1.8% | +29.0% | +30.2% |
| 1Y | +36.3% | +7.4% | +29.0% | +34.7% |
| 3Y | +145.0% | +33.6% | +111.4% | +134.7% |
| 5Y | +163.9% | +199.3% | -35.4% | +131.0% |
| All | +302.0% | +50.4% | +251.6% | +244.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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