+259.6%
TRV vs OPEN
-70.7%
+330.3%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.6% | -2.0% | -1.3% |
| 7D | -0.1% | -4.3% | +4.1% | -0.1% |
| 30D | -3.4% | -16.2% | +12.8% | -3.4% |
| 3M | +26.4% | -36.4% | +62.8% | +26.6% |
| 6M | +19.3% | -35.5% | +54.7% | +19.4% |
| YTD | +28.3% | -46.0% | +74.3% | +28.5% |
| 1Y | +34.3% | -47.1% | +81.4% | +34.3% |
| 3Y | +140.1% | -19.0% | +159.2% | +138.2% |
| 5Y | +155.7% | -83.6% | +239.3% | +148.0% |
| All | +259.6% | -70.7% | +330.3% | +246.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling