+43.1%
TRV vs RACE
-4.6%
+47.7%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.5% | +3.4% | +1.2% |
| 7D | +0.1% | -4.0% | +4.1% | +0.5% |
| 30D | +8.0% | +3.5% | +4.5% | +7.7% |
| 3M | +9.3% | -0.4% | +9.7% | +9.3% |
| 6M | +36.2% | +23.2% | +13.1% | +32.6% |
| YTD | +40.6% | +11.0% | +29.6% | +38.6% |
| 1Y | +43.1% | -2.2% | +45.3% | +41.5% |
| All | +43.1% | -4.6% | +47.7% | +41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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