+49.9%
TRV vs PWR
+31.4%
+18.4%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -11.7% | +15.2% | +2.2% |
| 7D | +3.9% | -4.4% | +8.2% | +3.4% |
| 30D | +13.5% | -15.1% | +28.5% | +11.8% |
| 3M | +8.9% | -16.2% | +25.1% | +7.2% |
| 6M | +36.8% | -23.3% | +60.1% | +35.3% |
| YTD | +42.7% | +37.6% | +5.1% | +47.0% |
| 1Y | +49.9% | +32.4% | +17.4% | +54.0% |
| All | +49.9% | +31.4% | +18.4% | +54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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