+6,467.7%
TRV vs EQT
+2,995.6%
+3,472.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.4% |
| 7D | -1.5% | -1.2% | -0.3% | -1.2% |
| 30D | -1.8% | +1.1% | -2.9% | -2.0% |
| 3M | +21.6% | +4.8% | +16.8% | +20.2% |
| 6M | +22.5% | -10.6% | +33.0% | +24.6% |
| YTD | +28.1% | +3.4% | +24.7% | +26.4% |
| 1Y | +37.0% | +8.7% | +28.4% | +33.3% |
| 3Y | +141.9% | +35.0% | +106.9% | +119.6% |
| 5Y | +158.5% | +204.2% | -45.7% | +87.6% |
| 10Y | +297.5% | +52.5% | +245.1% | +198.3% |
| All | +6,467.7% | +2,995.6% | +3,472.1% | +2,047.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling