+1,797.9%
TRV vs PWR
+8,331.2%
-6,533.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.0% |
| 7D | +0.1% | +19.1% | -19.0% | -3.0% |
| 30D | +8.0% | -12.0% | +20.0% | +9.6% |
| 3M | +9.3% | -10.6% | +19.9% | +10.3% |
| 6M | +36.2% | -20.8% | +57.0% | +39.1% |
| YTD | +40.6% | +43.7% | -3.2% | +28.0% |
| 1Y | +43.1% | +35.0% | +8.1% | +31.5% |
| 3Y | +149.6% | +249.4% | -99.8% | +88.2% |
| 5Y | +181.6% | +422.1% | -240.5% | +93.5% |
| 10Y | +352.5% | +1,868.4% | -1,515.9% | +140.3% |
| All | +1,797.9% | +8,331.2% | -6,533.3% | +680.5% |
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