+6,477.2%
TRV vs GPC
+2,341.8%
+4,135.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.4% | -1.8% |
| 7D | -0.1% | +1.2% | -1.3% | -0.7% |
| 30D | -3.4% | +6.0% | -9.4% | -6.0% |
| 3M | +26.4% | +42.6% | -16.2% | +7.0% |
| 6M | +19.3% | +22.8% | -3.5% | +7.4% |
| YTD | +28.3% | +15.5% | +12.9% | +17.2% |
| 1Y | +34.3% | +2.0% | +32.2% | +29.5% |
| 3Y | +140.1% | -1.4% | +141.6% | +125.9% |
| 5Y | +155.7% | +30.6% | +125.1% | +105.8% |
| 10Y | +285.5% | +80.6% | +204.9% | +153.2% |
| All | +6,477.2% | +2,341.8% | +4,135.4% | +1,437.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling