+42.4%
TRV vs EXPE
-4.7%
+47.2%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.1% |
| 7D | +2.0% | -0.5% | +2.5% | +2.1% |
| 30D | +6.7% | -6.1% | +12.8% | +7.3% |
| 3M | +9.4% | -21.3% | +30.7% | +10.8% |
| 6M | +37.7% | +19.0% | +18.7% | +38.2% |
| YTD | +40.6% | -8.4% | +49.0% | +41.2% |
| 1Y | +42.4% | -2.8% | +45.2% | +42.2% |
| All | +42.4% | -4.7% | +47.2% | +42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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