+3,175.8%
TRV vs MDY
+2,644.5%
+531.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.5% |
| 7D | +0.5% | +1.0% | -0.6% | -0.3% |
| 30D | -4.9% | -3.1% | -1.7% | -2.7% |
| 3M | +23.7% | +1.8% | +21.9% | +21.7% |
| 6M | +20.3% | +10.8% | +9.5% | +10.7% |
| YTD | +27.1% | +14.4% | +12.6% | +13.9% |
| 1Y | +35.3% | +15.2% | +20.1% | +20.4% |
| 3Y | +139.8% | +51.2% | +88.6% | +70.2% |
| 5Y | +153.9% | +47.2% | +106.6% | +78.5% |
| 10Y | +285.9% | +171.1% | +114.7% | +68.1% |
| All | +3,175.8% | +2,644.5% | +531.4% | +196.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling