+1,626.8%
TRV vs NDAQ
+2,281.8%
-655.0%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +0.9% | -0.5% |
| 7D | +0.5% | -2.6% | +3.0% | +1.2% |
| 30D | -4.9% | +0.5% | -5.3% | -5.0% |
| 3M | +23.7% | +9.9% | +13.8% | +20.0% |
| 6M | +20.3% | +8.2% | +12.1% | +16.9% |
| YTD | +27.1% | -1.5% | +28.5% | +26.3% |
| 1Y | +35.3% | +1.3% | +34.0% | +33.2% |
| 3Y | +139.8% | +92.6% | +47.2% | +94.4% |
| 5Y | +153.9% | +53.8% | +100.0% | +116.4% |
| 10Y | +285.9% | +376.0% | -90.1% | +139.6% |
| All | +1,626.8% | +2,281.8% | -655.0% | +710.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling