+42.4%
TRV vs JD
-8.1%
+50.5%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | +0.1% |
| 7D | +2.0% | -4.1% | +6.2% | +1.9% |
| 30D | +6.7% | +4.6% | +2.1% | +6.8% |
| 3M | +9.4% | -4.7% | +14.1% | +9.2% |
| 6M | +37.7% | -17.4% | +55.1% | +37.3% |
| YTD | +40.6% | +0.7% | +39.9% | +42.2% |
| 1Y | +42.4% | -5.9% | +48.3% | +43.7% |
| All | +42.4% | -8.1% | +50.5% | +43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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