+155.1%
TRV vs ONON
-24.2%
+179.3%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.9% | +0.4% |
| 7D | +0.2% | -3.5% | +3.6% | +0.3% |
| 30D | -2.3% | -30.8% | +28.5% | -1.1% |
| 3M | +22.7% | -29.8% | +52.5% | +24.1% |
| 6M | +21.9% | -34.8% | +56.8% | +23.5% |
| YTD | +27.5% | -42.3% | +69.7% | +29.7% |
| 1Y | +36.2% | -39.5% | +75.8% | +38.2% |
| 3Y | +140.6% | -9.3% | +149.9% | +138.1% |
| All | +155.1% | -24.2% | +179.3% | +145.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling