+38.8%
TRV vs IRE
-84.4%
+123.2%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +14.0% | -15.3% | -0.9% |
| 7D | -0.1% | +54.8% | -54.9% | +1.2% |
| 30D | -3.4% | +18.4% | -21.8% | -2.5% |
| 3M | +26.4% | -66.7% | +93.1% | +25.9% |
| 6M | +19.3% | -52.3% | +71.6% | +20.8% |
| YTD | +28.3% | -52.3% | +80.6% | +30.6% |
| All | +38.8% | -84.4% | +123.2% | +40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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