+138.0%
TRV vs SE
+190.0%
-52.0%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.1% | -1.0% |
| 7D | +0.5% | +0.6% | -0.1% | +0.5% |
| 30D | -4.9% | -0.1% | -4.8% | -4.9% |
| 3M | +23.7% | +34.1% | -10.4% | +21.8% |
| 6M | +20.3% | +23.2% | -2.9% | +18.7% |
| YTD | +27.1% | -11.2% | +38.2% | +27.4% |
| 1Y | +35.3% | -40.5% | +75.9% | +39.0% |
| All | +138.0% | +190.0% | -52.0% | +129.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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