+156.5%
TRV vs ONON
-24.2%
+180.7%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -1.5% | -5.3% | +3.8% | -1.3% |
| 30D | -1.8% | -13.1% | +11.3% | -1.3% |
| 3M | +21.6% | -29.3% | +50.9% | +22.9% |
| 6M | +22.5% | -34.5% | +57.0% | +24.0% |
| YTD | +28.1% | -42.2% | +70.4% | +30.4% |
| 1Y | +37.0% | -37.3% | +74.4% | +38.8% |
| 3Y | +141.9% | -9.3% | +151.1% | +139.4% |
| All | +156.5% | -24.2% | +180.7% | +147.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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