+302.0%
TRV vs NDAQ
+366.7%
-64.6%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.9% | +3.0% | +2.5% |
| 7D | +1.9% | -5.9% | +7.8% | +4.5% |
| 30D | +1.7% | -4.7% | +6.4% | +3.7% |
| 3M | +23.9% | +5.5% | +18.4% | +20.3% |
| 6M | +26.3% | +7.4% | +18.9% | +21.1% |
| YTD | +30.8% | -5.5% | +36.3% | +31.9% |
| 1Y | +36.3% | -3.7% | +40.0% | +35.8% |
| 3Y | +145.0% | +85.0% | +60.0% | +76.0% |
| 5Y | +163.9% | +49.0% | +114.9% | +105.1% |
| All | +302.0% | +366.7% | -64.6% | +80.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling