+148.1%
TRV vs PCOR
+50.0%
+98.1%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | 0.0% |
| 7D | +2.0% | +3.0% | -1.0% | +1.8% |
| 30D | +6.7% | +38.7% | -32.0% | +4.5% |
| 3M | +9.4% | +24.9% | -15.5% | +7.6% |
| 6M | +37.7% | +68.8% | -31.1% | +32.5% |
| YTD | +40.6% | +6.7% | +33.9% | +39.1% |
| 1Y | +42.4% | +3.0% | +39.4% | +41.3% |
| 3Y | +148.1% | +48.6% | +99.5% | +152.3% |
| All | +148.1% | +50.0% | +98.1% | +152.3% |
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