+159.7%
TRV vs GNRC
-58.7%
+218.4%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.9% | -0.8% | +2.0% |
| 7D | +1.9% | -0.2% | +2.1% | +1.9% |
| 30D | +1.7% | -15.7% | +17.4% | +2.1% |
| 3M | +23.9% | -27.3% | +51.2% | +24.6% |
| 6M | +26.3% | -12.1% | +38.3% | +25.9% |
| YTD | +30.8% | +37.1% | -6.3% | +28.0% |
| 1Y | +36.3% | -0.5% | +36.8% | +35.0% |
| 3Y | +145.0% | +61.5% | +83.5% | +135.2% |
| All | +159.7% | -58.7% | +218.4% | +157.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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