+36.3%
TRV vs FLR
+31.4%
+4.9%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.2% | +0.9% | +2.1% |
| 7D | +1.9% | -3.5% | +5.4% | +1.8% |
| 30D | +1.7% | +4.2% | -2.5% | +1.9% |
| 3M | +23.9% | +8.1% | +15.8% | +24.7% |
| 6M | +26.3% | +21.5% | +4.7% | +27.3% |
| YTD | +30.8% | +36.8% | -6.0% | +32.1% |
| 1Y | +36.3% | +31.2% | +5.1% | +37.4% |
| All | +36.3% | +31.4% | +4.9% | +37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 FLR 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