+157.6%
TRV vs OPEN
-85.3%
+242.9%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -6.7% | +6.9% | +0.2% |
| 7D | -1.8% | -10.5% | +8.7% | -1.7% |
| 30D | -2.1% | -21.8% | +19.6% | -2.0% |
| 3M | +21.2% | -37.5% | +58.7% | +21.5% |
| 6M | +22.0% | -44.1% | +66.2% | +22.4% |
| YTD | +27.7% | -52.0% | +79.7% | +28.2% |
| 1Y | +36.6% | -52.2% | +88.8% | +36.6% |
| 3Y | +141.1% | -25.9% | +167.0% | +137.3% |
| 5Y | +157.6% | -85.1% | +242.7% | +142.0% |
| All | +157.6% | -85.3% | +242.9% | +142.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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