+49.9%
TRV vs PCG
-14.1%
+63.9%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.8% | +2.7% | +3.4% |
| 7D | +3.9% | +1.9% | +2.0% | +3.7% |
| 30D | +13.5% | +8.5% | +5.0% | +12.5% |
| 3M | +8.9% | -22.9% | +31.8% | +12.1% |
| 6M | +36.8% | -16.8% | +53.5% | +38.6% |
| YTD | +42.7% | -15.8% | +58.5% | +43.4% |
| 1Y | +49.9% | -16.0% | +65.8% | +50.7% |
| All | +49.9% | -14.1% | +63.9% | +50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 1y: compounded portfolio wealth divided by compounded PCG 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…
1y analysis · Full analysis span regression · 6 months rolling