+139.8%
TRV vs GPC
-2.2%
+142.0%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.9% | +1.9% | -0.4% |
| 7D | +0.5% | +0.2% | +0.3% | +0.4% |
| 30D | -4.9% | -0.4% | -4.5% | -4.8% |
| 3M | +23.7% | +39.2% | -15.4% | +16.0% |
| 6M | +20.3% | +18.2% | +2.1% | +16.2% |
| YTD | +27.1% | +12.1% | +15.0% | +22.7% |
| 1Y | +35.3% | -0.7% | +36.0% | +34.4% |
| 3Y | +139.8% | -1.7% | +141.5% | +131.9% |
| All | +139.8% | -2.2% | +142.0% | +131.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 3y: compounded portfolio wealth divided by compounded GPC 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…
3y analysis · Full analysis span regression · 6 months rolling