+43.1%
TRV vs PWR
+34.5%
+8.6%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +0.9% |
| 7D | +0.1% | +19.1% | -19.0% | +1.8% |
| 30D | +8.0% | -12.0% | +20.0% | +7.0% |
| 3M | +9.3% | -10.6% | +19.9% | +8.4% |
| 6M | +36.2% | -20.8% | +57.0% | +35.4% |
| YTD | +40.6% | +43.7% | -3.2% | +46.0% |
| 1Y | +43.1% | +35.0% | +8.1% | +47.9% |
| All | +43.1% | +34.5% | +8.6% | +47.9% |
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