+180.5%
TRV vs PCOR
-11.9%
+192.4%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | 0.0% |
| 7D | +2.0% | +3.0% | -1.0% | +1.9% |
| 30D | +6.7% | +38.7% | -32.0% | +5.2% |
| 3M | +9.4% | +24.9% | -15.5% | +8.2% |
| 6M | +37.7% | +68.8% | -31.1% | +34.3% |
| YTD | +40.6% | +6.7% | +33.9% | +39.3% |
| 1Y | +42.4% | +3.0% | +39.4% | +41.3% |
| 3Y | +148.1% | +48.6% | +99.5% | +142.2% |
| All | +180.5% | -11.9% | +192.4% | +169.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling