+34.3%
TRV vs FLEX
+102.8%
-68.6%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.5% | -2.8% | -1.2% |
| 7D | -0.1% | -0.9% | +0.7% | -0.2% |
| 30D | -3.4% | -10.1% | +6.7% | -4.1% |
| 3M | +26.4% | -31.3% | +57.7% | +23.9% |
| 6M | +19.3% | +71.3% | -52.0% | +25.0% |
| YTD | +28.3% | +81.2% | -52.9% | +35.5% |
| 1Y | +34.3% | +98.5% | -64.2% | +42.1% |
| All | +34.3% | +102.8% | -68.6% | +42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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