+145.0%
TRV vs GPN
-27.4%
+172.4%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | +1.9% | -4.3% | +6.3% | +2.7% |
| 30D | +1.7% | 0.0% | +1.7% | +1.6% |
| 3M | +23.9% | +35.8% | -11.9% | +17.1% |
| 6M | +26.3% | +22.0% | +4.3% | +21.2% |
| YTD | +30.8% | +15.2% | +15.6% | +26.6% |
| 1Y | +36.3% | +3.5% | +32.8% | +34.6% |
| 3Y | +145.0% | -26.9% | +172.0% | +157.8% |
| All | +145.0% | -27.4% | +172.4% | +157.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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