+178.3%
TRV vs PWR
+427.2%
-248.8%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.3% | -4.6% | -0.5% |
| 7D | -2.4% | +4.7% | -7.1% | -2.6% |
| 30D | +7.5% | -12.5% | +20.0% | +8.1% |
| 3M | +6.7% | -9.3% | +16.0% | +7.0% |
| 6M | +35.5% | -22.2% | +57.6% | +37.5% |
| YTD | +39.3% | +44.2% | -4.9% | +32.2% |
| 1Y | +41.8% | +35.5% | +6.3% | +35.4% |
| 3Y | +147.3% | +250.4% | -103.1% | +101.2% |
| 5Y | +178.3% | +425.6% | -247.3% | +114.3% |
| All | +178.3% | +427.2% | -248.8% | +114.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling