+157.6%
TRV vs GEN
+21.4%
+136.2%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | +0.1% |
| 7D | -1.8% | -4.4% | +2.5% | -1.2% |
| 30D | -2.1% | +3.7% | -5.9% | -2.7% |
| 3M | +21.2% | +22.2% | -1.1% | +17.5% |
| 6M | +22.0% | +38.9% | -16.9% | +15.6% |
| YTD | +27.7% | +11.9% | +15.8% | +25.2% |
| 1Y | +36.6% | +4.5% | +32.1% | +35.3% |
| 3Y | +141.1% | +59.0% | +82.1% | +123.7% |
| 5Y | +157.6% | +22.0% | +135.7% | +150.0% |
| All | +157.6% | +21.4% | +136.2% | +150.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling