+49.9%
TRV vs INDA
-7.3%
+57.2%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.7% | +0.8% | +3.0% |
| 7D | +3.9% | +6.9% | -3.1% | +2.7% |
| 30D | +13.5% | +7.4% | +6.0% | +12.2% |
| 3M | +8.9% | -1.0% | +9.9% | +8.9% |
| 6M | +36.8% | +2.9% | +33.9% | +35.9% |
| YTD | +42.7% | -7.4% | +50.1% | +44.0% |
| 1Y | +49.9% | -7.4% | +57.2% | +51.5% |
| All | +49.9% | -7.3% | +57.2% | +51.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 1y: compounded portfolio wealth divided by compounded INDA 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…
1y analysis · Full analysis span regression · 6 months rolling