+293.8%
TRV vs PWR
+2,415.0%
-2,121.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.9% | +0.8% |
| 7D | -1.5% | -0.2% | -1.3% | -1.5% |
| 30D | -1.8% | -7.7% | +5.9% | -0.3% |
| 3M | +21.6% | -4.9% | +26.5% | +21.5% |
| 6M | +22.5% | +9.7% | +12.7% | +17.1% |
| YTD | +28.1% | +46.7% | -18.5% | +13.4% |
| 1Y | +37.0% | +58.7% | -21.7% | +18.0% |
| 3Y | +141.9% | +200.7% | -58.8% | +65.0% |
| 5Y | +158.5% | +438.6% | -280.0% | +39.1% |
| All | +293.8% | +2,415.0% | -2,121.1% | +13.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling