+178.3%
TRV vs HDB
-22.2%
+200.5%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | -2.4% | +6.9% | -9.3% | -3.5% |
| 30D | +7.5% | +15.2% | -7.8% | +4.8% |
| 3M | +6.7% | +11.7% | -5.0% | +4.5% |
| 6M | +35.5% | +7.5% | +27.9% | +33.1% |
| YTD | +39.3% | -28.8% | +68.1% | +46.9% |
| 1Y | +41.8% | -29.1% | +70.9% | +49.7% |
| 3Y | +147.3% | -7.0% | +154.3% | +146.1% |
| 5Y | +178.3% | -22.1% | +200.4% | +181.2% |
| All | +178.3% | -22.2% | +200.5% | +181.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling