+302.0%
TRV vs SU
+267.2%
+34.8%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.2% | +2.1% |
| 7D | +1.9% | +2.2% | -0.3% | +1.4% |
| 30D | +1.7% | +8.4% | -6.7% | -0.3% |
| 3M | +23.9% | +12.1% | +11.8% | +20.2% |
| 6M | +26.3% | +19.7% | +6.6% | +20.1% |
| YTD | +30.8% | +58.4% | -27.6% | +15.9% |
| 1Y | +36.3% | +67.2% | -30.9% | +19.0% |
| 3Y | +145.0% | +125.0% | +20.0% | +94.8% |
| 5Y | +163.9% | +355.1% | -191.2% | +65.8% |
| All | +302.0% | +267.2% | +34.8% | +149.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling