+44.1%
TRV vs FE
+6.0%
+38.1%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.5% |
| 7D | +1.4% | -0.5% | +1.9% | +1.5% |
| 30D | +8.7% | +4.3% | +4.4% | +7.3% |
| 3M | +7.1% | +0.4% | +6.7% | +6.8% |
| 6M | +35.5% | +6.9% | +28.6% | +33.7% |
| YTD | +39.7% | +8.0% | +31.7% | +39.7% |
| 1Y | +44.1% | +4.8% | +39.3% | +44.9% |
| All | +44.1% | +6.0% | +38.1% | +44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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