+295.4%
TRV vs MPC
+1,153.9%
-858.5%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.2% |
| 7D | +0.2% | +3.2% | -3.0% | -0.6% |
| 30D | -2.3% | +25.0% | -27.4% | -7.8% |
| 3M | +22.7% | +55.2% | -32.5% | +9.1% |
| 6M | +21.9% | +86.4% | -64.5% | +2.6% |
| YTD | +27.5% | +148.5% | -121.0% | -1.1% |
| 1Y | +36.2% | +121.7% | -85.5% | +8.5% |
| 3Y | +140.6% | +172.9% | -32.3% | +75.3% |
| 5Y | +154.5% | +679.9% | -525.4% | +31.1% |
| 10Y | +295.4% | +1,174.7% | -879.3% | +59.2% |
| All | +295.4% | +1,153.9% | -858.5% | +59.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded MPC 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling