+6,432.7%
TRV vs GWW
+13,989.5%
-7,556.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.6% |
| 7D | +0.2% | -0.5% | +0.7% | +0.3% |
| 30D | -2.3% | -1.4% | -0.9% | -1.9% |
| 3M | +22.7% | -3.6% | +26.3% | +23.9% |
| 6M | +21.9% | +15.1% | +6.8% | +15.2% |
| YTD | +27.5% | +27.5% | 0.0% | +15.6% |
| 1Y | +36.2% | +29.6% | +6.6% | +22.6% |
| 3Y | +140.6% | +90.1% | +50.5% | +86.0% |
| 5Y | +154.5% | +222.6% | -68.1% | +58.3% |
| 10Y | +295.4% | +566.5% | -271.1% | +79.2% |
| All | +6,432.7% | +13,989.5% | -7,556.8% | +992.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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