+6,411.5%
TRV vs MKC
+3,364.7%
+3,046.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.9% |
| 7D | +0.5% | -4.3% | +4.8% | +1.7% |
| 30D | -4.9% | -2.0% | -2.9% | -4.4% |
| 3M | +23.7% | +10.0% | +13.7% | +20.1% |
| 6M | +20.3% | -18.5% | +38.8% | +26.6% |
| YTD | +27.1% | -22.4% | +49.5% | +35.0% |
| 1Y | +35.3% | -23.6% | +59.0% | +44.1% |
| 3Y | +139.8% | -30.4% | +170.3% | +159.6% |
| 5Y | +153.9% | -34.2% | +188.0% | +175.4% |
| 10Y | +285.9% | +26.8% | +259.0% | +243.0% |
| All | +6,411.5% | +3,364.7% | +3,046.7% | +3,067.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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