+6,477.2%
TRV vs GEN
+8,838.9%
-2,361.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.2% | +0.8% | -1.1% |
| 7D | -0.1% | -1.2% | +1.0% | 0.0% |
| 30D | -3.4% | +10.1% | -13.6% | -4.5% |
| 3M | +26.4% | +16.1% | +10.3% | +24.2% |
| 6M | +19.3% | +38.9% | -19.6% | +14.6% |
| YTD | +28.3% | +14.4% | +13.9% | +25.7% |
| 1Y | +34.3% | +5.9% | +28.4% | +32.6% |
| 3Y | +140.1% | +58.8% | +81.3% | +125.4% |
| 5Y | +155.7% | +24.7% | +131.1% | +144.2% |
| 10Y | +285.5% | +163.1% | +122.5% | +230.0% |
| All | +6,477.2% | +8,838.9% | -2,361.7% | +3,500.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling