+145.0%
TRV vs MDY
+48.5%
+96.6%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.3% | +1.8% |
| 7D | +1.9% | -1.9% | +3.8% | +2.6% |
| 30D | +1.7% | -4.6% | +6.4% | +3.5% |
| 3M | +23.9% | -1.2% | +25.1% | +24.3% |
| 6M | +26.3% | +9.2% | +17.1% | +21.4% |
| YTD | +30.8% | +13.1% | +17.8% | +23.6% |
| 1Y | +36.3% | +13.0% | +23.3% | +28.7% |
| 3Y | +145.0% | +49.2% | +95.8% | +112.1% |
| All | +145.0% | +48.5% | +96.6% | +112.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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