+140.0%
TRV vs HBM
+460.9%
-320.8%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -7.5% | +8.1% | +0.4% |
| 7D | -1.5% | -3.7% | +2.3% | -1.5% |
| 30D | -1.8% | -3.7% | +1.9% | -1.8% |
| 3M | +21.6% | +8.0% | +13.6% | +21.9% |
| 6M | +22.5% | +15.8% | +6.7% | +22.4% |
| YTD | +28.1% | +34.4% | -6.2% | +27.6% |
| 1Y | +37.0% | +98.2% | -61.1% | +35.1% |
| All | +140.0% | +460.9% | -320.8% | +131.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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