+34.3%
TRV vs GEN
+5.4%
+28.8%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.2% | +0.8% | -1.2% |
| 7D | -0.1% | -1.2% | +1.0% | -0.1% |
| 30D | -3.4% | +10.1% | -13.6% | -4.1% |
| 3M | +26.4% | +16.1% | +10.3% | +24.7% |
| 6M | +19.3% | +38.9% | -19.6% | +16.7% |
| YTD | +28.3% | +14.4% | +13.9% | +30.3% |
| 1Y | +34.3% | +5.9% | +28.4% | +42.0% |
| All | +34.3% | +5.4% | +28.8% | +42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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