+49.9%
TRV vs MKSI
+40.1%
+9.7%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -5.0% | +8.5% | +3.0% |
| 7D | +3.9% | -10.7% | +14.5% | +2.8% |
| 30D | +13.5% | -30.5% | +44.0% | +10.0% |
| 3M | +8.9% | -39.2% | +48.0% | +4.6% |
| 6M | +36.8% | -33.0% | +69.8% | +32.0% |
| YTD | +42.7% | +22.3% | +20.4% | +43.2% |
| 1Y | +49.9% | +42.7% | +7.2% | +51.9% |
| All | +49.9% | +40.1% | +9.7% | +51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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