+1,632.7%
TRV vs PWR
+8,583.6%
-6,950.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.0% | -1.5% |
| 7D | -0.1% | +3.6% | -3.8% | -0.8% |
| 30D | -3.4% | -8.6% | +5.2% | -2.0% |
| 3M | +26.4% | -13.2% | +39.6% | +28.3% |
| 6M | +19.3% | +9.9% | +9.4% | +15.5% |
| YTD | +28.3% | +48.0% | -19.7% | +17.4% |
| 1Y | +34.3% | +66.2% | -31.9% | +19.8% |
| 3Y | +140.1% | +195.1% | -55.0% | +88.1% |
| 5Y | +155.7% | +442.6% | -286.8% | +76.1% |
| 10Y | +285.5% | +2,334.2% | -2,048.7% | +99.3% |
| All | +1,632.7% | +8,583.6% | -6,950.9% | +615.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling