+139.8%
TRV vs PCOR
-17.1%
+156.9%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.2% | +2.2% | -0.8% |
| 7D | +0.5% | -6.9% | +7.4% | +0.9% |
| 30D | -4.9% | -1.5% | -3.3% | -4.8% |
| 3M | +23.7% | +18.5% | +5.2% | +22.2% |
| 6M | +20.3% | -4.7% | +25.0% | +19.8% |
| YTD | +27.1% | -22.8% | +49.8% | +28.2% |
| 1Y | +35.3% | -20.7% | +56.1% | +36.1% |
| 3Y | +139.8% | -14.6% | +154.4% | +139.9% |
| All | +139.8% | -17.1% | +156.9% | +139.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 PCOR 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