+6,411.5%
TRV vs NOC
+16,574.1%
-10,162.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | NOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.2% |
| 7D | +0.5% | -2.7% | +3.2% | +1.2% |
| 30D | -4.9% | -8.9% | +4.0% | -2.4% |
| 3M | +23.7% | -3.7% | +27.4% | +24.8% |
| 6M | +20.3% | -30.8% | +51.1% | +32.8% |
| YTD | +27.1% | -7.9% | +35.0% | +28.8% |
| 1Y | +35.3% | -9.4% | +44.8% | +37.7% |
| 3Y | +139.8% | +29.0% | +110.9% | +117.0% |
| 5Y | +153.9% | +56.1% | +97.8% | +114.0% |
| 10Y | +285.9% | +186.3% | +99.6% | +172.8% |
| All | +6,411.5% | +16,574.1% | -10,162.7% | +2,200.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NOC.
Daily Out/Under-Performance
Portfolio return minus NOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOC 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded NOC 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling