+302.0%
TRV vs SPXU
-99.6%
+401.6%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.4% | +4.5% | +1.5% |
| 7D | +1.9% | +2.5% | -0.6% | +2.6% |
| 30D | +1.7% | +4.2% | -2.5% | +2.8% |
| 3M | +23.9% | -9.3% | +33.1% | +21.3% |
| 6M | +26.3% | -30.7% | +57.0% | +16.3% |
| YTD | +30.8% | -28.1% | +58.9% | +21.8% |
| 1Y | +36.3% | -35.2% | +71.6% | +24.1% |
| 3Y | +145.0% | -79.9% | +224.9% | +75.6% |
| 5Y | +163.9% | -86.4% | +250.3% | +88.7% |
| All | +302.0% | -99.6% | +401.6% | +51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 10y: compounded portfolio wealth divided by compounded SPXU 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…
10y analysis · Full analysis span regression · 6 months rolling