+37.0%
TRV vs FLEX
+90.6%
-53.6%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.1% | +4.7% | +0.2% |
| 7D | -1.5% | +0.1% | -1.6% | -1.4% |
| 30D | -1.8% | -11.8% | +10.0% | -2.6% |
| 3M | +21.6% | -22.6% | +44.1% | +19.9% |
| 6M | +22.5% | +77.3% | -54.9% | +28.8% |
| YTD | +28.1% | +78.8% | -50.6% | +35.1% |
| 1Y | +37.0% | +86.1% | -49.0% | +44.9% |
| All | +37.0% | +90.6% | -53.6% | +44.9% |
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