+142.0%
TRV vs NVD
-99.2%
+241.2%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.9% | -1.5% | +0.3% |
| 7D | +0.2% | +0.5% | -0.3% | +0.2% |
| 30D | -2.3% | -9.3% | +7.0% | -2.2% |
| 3M | +22.7% | -22.1% | +44.8% | +23.0% |
| 6M | +21.9% | -45.8% | +67.7% | +22.4% |
| YTD | +27.5% | -46.7% | +74.2% | +27.9% |
| 1Y | +36.2% | -59.5% | +95.7% | +36.7% |
| 3Y | +140.6% | -99.2% | +239.8% | +143.2% |
| All | +142.0% | -99.2% | +241.2% | +144.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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