+1,116.3%
TRV vs SW
+706.3%
+410.0%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-11.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.4% | -0.3% | +2.0% |
| 7D | +1.9% | -5.7% | +7.6% | +2.2% |
| 30D | +1.7% | -11.4% | +13.2% | +2.2% |
| 3M | +23.9% | +2.2% | +21.7% | +23.7% |
| 6M | +26.3% | +4.5% | +21.7% | +25.8% |
| YTD | +30.8% | +15.1% | +15.7% | +29.7% |
| 1Y | +36.3% | -2.5% | +38.8% | +36.0% |
| 3Y | +145.0% | +28.0% | +117.1% | +140.5% |
| 5Y | +163.9% | -7.9% | +171.8% | +159.3% |
| 10Y | +305.8% | +133.7% | +172.1% | +280.0% |
| All | +1,116.3% | +706.3% | +410.0% | +1,090.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 1990-01-01 to 2026-09-11: compounded portfolio wealth divided by compounded SW 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…
1990-01-01 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling