+49.9%
TRV vs SIRI
+59.9%
-10.0%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +8.4% | -4.9% | +2.7% |
| 7D | +3.9% | +22.3% | -18.4% | +2.1% |
| 30D | +13.5% | +26.9% | -13.5% | +11.2% |
| 3M | +8.9% | +9.6% | -0.7% | +7.6% |
| 6M | +36.8% | +27.2% | +9.6% | +34.1% |
| YTD | +42.7% | +72.4% | -29.7% | +36.8% |
| 1Y | +49.9% | +59.9% | -10.1% | +42.6% |
| All | +49.9% | +59.9% | -10.0% | +42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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