+154.4%
TRV vs SPMO
+148.2%
+6.2%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.4% | +1.0% |
| 7D | -1.5% | +0.1% | -1.6% | -1.5% |
| 30D | -1.8% | -0.7% | -1.1% | -1.7% |
| 3M | +21.6% | +2.8% | +18.7% | +19.3% |
| 6M | +22.5% | +24.4% | -2.0% | +11.0% |
| YTD | +28.1% | +24.2% | +4.0% | +16.1% |
| 1Y | +37.0% | +24.5% | +12.5% | +23.7% |
| 3Y | +141.9% | +155.6% | -13.7% | +47.5% |
| All | +154.4% | +148.2% | +6.2% | +55.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 5y: compounded portfolio wealth divided by compounded SPMO 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…
5y analysis · Full analysis span regression · 6 months rolling