+36.3%
TRV vs PWR
+66.5%
-30.1%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +5.1% | -3.1% | +2.5% |
| 7D | +1.9% | +4.2% | -2.3% | +2.3% |
| 30D | +1.7% | -4.0% | +5.8% | +1.4% |
| 3M | +23.9% | -4.8% | +28.7% | +24.2% |
| 6M | +26.3% | +14.6% | +11.6% | +27.0% |
| YTD | +30.8% | +54.2% | -23.4% | +33.3% |
| 1Y | +36.3% | +67.1% | -30.8% | +36.0% |
| All | +36.3% | +66.5% | -30.1% | +36.0% |
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