+138.7%
TRV vs RRC
+31.0%
+107.7%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.3% |
| 7D | +0.2% | -1.7% | +1.9% | +0.3% |
| 30D | -2.3% | +3.6% | -5.9% | -2.6% |
| 3M | +22.7% | +8.8% | +13.8% | +21.9% |
| 6M | +21.9% | +0.8% | +21.2% | +21.5% |
| YTD | +27.5% | +19.0% | +8.5% | +25.3% |
| 1Y | +36.2% | +22.9% | +13.3% | +33.2% |
| All | +138.7% | +31.0% | +107.7% | +131.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 3y: compounded portfolio wealth divided by compounded RRC 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…
3y analysis · Full analysis span regression · 6 months rolling