+159.7%
TRV vs SPXU
-86.1%
+245.8%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.4% | +4.5% | +1.7% |
| 7D | +1.9% | +2.5% | -0.6% | +2.3% |
| 30D | +1.7% | +4.2% | -2.5% | +2.4% |
| 3M | +23.9% | -9.3% | +33.1% | +22.3% |
| 6M | +26.3% | -30.7% | +57.0% | +20.0% |
| YTD | +30.8% | -28.1% | +58.9% | +25.2% |
| 1Y | +36.3% | -35.2% | +71.6% | +28.6% |
| 3Y | +145.0% | -79.9% | +224.9% | +99.3% |
| All | +159.7% | -86.1% | +245.8% | +108.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling