+6,477.2%
TRV vs GD
+20,186.5%
-13,709.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.8% | +0.4% | -0.7% |
| 7D | -0.1% | -5.3% | +5.1% | +1.8% |
| 30D | -3.4% | -6.4% | +3.0% | -1.1% |
| 3M | +26.4% | +5.7% | +20.7% | +23.7% |
| 6M | +19.3% | -0.9% | +20.2% | +19.1% |
| YTD | +28.3% | +8.2% | +20.2% | +23.7% |
| 1Y | +34.3% | +13.4% | +20.9% | +27.1% |
| 3Y | +140.1% | +68.5% | +71.6% | +95.5% |
| 5Y | +155.7% | +97.2% | +58.6% | +96.1% |
| 10Y | +285.5% | +190.2% | +95.4% | +158.5% |
| All | +6,477.2% | +20,186.5% | -13,709.4% | +2,076.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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