+180.5%
TRV vs NDAQ
+66.7%
+113.8%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | +2.0% | +1.3% | +0.8% | +1.7% |
| 30D | +6.7% | +18.0% | -11.2% | +2.3% |
| 3M | +9.4% | +11.5% | -2.2% | +6.2% |
| 6M | +37.7% | +21.1% | +16.6% | +30.5% |
| YTD | +40.6% | +12.8% | +27.8% | +35.3% |
| 1Y | +42.4% | +25.7% | +16.7% | +32.4% |
| 3Y | +148.1% | +116.8% | +31.3% | +95.2% |
| All | +180.5% | +66.7% | +113.8% | +135.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling