+35.3%
TRV vs FGI
+93.1%
-57.8%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.9% | -2.9% | -1.0% |
| 7D | +0.5% | +5.2% | -4.7% | +0.5% |
| 30D | -4.9% | +65.2% | -70.1% | -4.3% |
| 3M | +23.7% | +30.2% | -6.4% | +24.4% |
| 6M | +20.3% | +87.8% | -67.5% | +21.5% |
| YTD | +27.1% | +32.5% | -5.4% | +28.1% |
| 1Y | +35.3% | +93.6% | -58.3% | +38.2% |
| All | +35.3% | +93.1% | -57.8% | +38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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