+34.3%
TRV vs NSC
+20.4%
+13.9%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NSC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.5% | -1.8% | -1.5% |
| 7D | -0.1% | -5.5% | +5.4% | +1.6% |
| 30D | -3.4% | -3.2% | -0.2% | -2.5% |
| 3M | +26.4% | +7.7% | +18.7% | +23.1% |
| 6M | +19.3% | +4.5% | +14.8% | +17.4% |
| YTD | +28.3% | +15.6% | +12.8% | +22.2% |
| 1Y | +34.3% | +19.8% | +14.4% | +26.6% |
| All | +34.3% | +20.4% | +13.9% | +26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NSC.
Daily Out/Under-Performance
Portfolio return minus NSC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NSC 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 NSC 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