+140.0%
TRV vs HCA
+57.5%
+82.6%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.7% | +0.6% |
| 7D | -1.5% | +2.9% | -4.4% | -2.1% |
| 30D | -1.8% | +2.4% | -4.2% | -2.3% |
| 3M | +21.6% | +13.0% | +8.5% | +18.3% |
| 6M | +22.5% | -21.4% | +43.8% | +28.2% |
| YTD | +28.1% | -9.5% | +37.6% | +29.8% |
| 1Y | +37.0% | +7.5% | +29.5% | +33.0% |
| All | +140.0% | +57.5% | +82.6% | +122.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 HCA 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