+148.1%
TRV vs PCG
-21.0%
+169.1%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.1% |
| 7D | +0.1% | -2.0% | +2.0% | +0.4% |
| 30D | +8.0% | -2.7% | +10.7% | +8.5% |
| 3M | +9.3% | -25.1% | +34.4% | +15.0% |
| 6M | +36.2% | -22.3% | +58.5% | +41.8% |
| YTD | +40.6% | -18.5% | +59.1% | +44.1% |
| 1Y | +43.1% | -21.8% | +64.9% | +48.1% |
| All | +148.1% | -21.0% | +169.1% | +163.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling