+49.9%
TRV vs SU
+88.1%
-38.3%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.5% | +8.0% | +3.1% |
| 7D | +3.9% | -7.1% | +11.0% | +3.3% |
| 30D | +13.5% | +4.8% | +8.7% | +13.8% |
| 3M | +8.9% | +12.5% | -3.6% | +10.1% |
| 6M | +36.8% | +6.5% | +30.3% | +36.8% |
| YTD | +42.7% | +65.8% | -23.1% | +52.4% |
| 1Y | +49.9% | +86.2% | -36.3% | +59.4% |
| All | +49.9% | +88.1% | -38.3% | +59.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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