+36.3%
TRV vs NDAQ
-2.5%
+38.8%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.9% | +3.0% | +2.1% |
| 7D | +1.9% | -5.9% | +7.8% | +2.3% |
| 30D | +1.7% | -4.7% | +6.4% | +2.0% |
| 3M | +23.9% | +5.5% | +18.4% | +23.3% |
| 6M | +26.3% | +7.4% | +18.9% | +25.2% |
| YTD | +30.8% | -5.5% | +36.3% | +30.4% |
| 1Y | +36.3% | -3.7% | +40.0% | +33.1% |
| All | +36.3% | -2.5% | +38.8% | +33.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling