+145.8%
TRV vs HDB
-6.8%
+152.6%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | -2.4% | +6.9% | -9.3% | -3.4% |
| 30D | +7.5% | +15.2% | -7.8% | +5.2% |
| 3M | +6.7% | +11.7% | -5.0% | +4.8% |
| 6M | +35.5% | +7.5% | +27.9% | +33.5% |
| YTD | +39.3% | -28.8% | +68.1% | +45.1% |
| 1Y | +41.8% | -29.1% | +70.9% | +47.8% |
| All | +145.8% | -6.8% | +152.6% | +155.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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