+265.1%
TRV vs FND
+58.4%
+206.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.6% | +3.6% | -0.3% |
| 7D | +0.5% | +0.4% | +0.1% | +0.4% |
| 30D | -4.9% | -23.6% | +18.7% | -1.1% |
| 3M | +23.7% | +4.3% | +19.4% | +22.2% |
| 6M | +20.3% | -20.3% | +40.6% | +23.2% |
| YTD | +27.1% | -21.3% | +48.4% | +29.8% |
| 1Y | +35.3% | -45.4% | +80.7% | +45.8% |
| 3Y | +139.8% | -48.9% | +188.7% | +152.7% |
| 5Y | +153.9% | -61.0% | +214.9% | +170.6% |
| All | +265.1% | +58.4% | +206.7% | +185.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 all: compounded portfolio wealth divided by compounded FND 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…
all analysis · Full analysis span regression · 6 months rolling