+34.3%
TRV vs TE
+132.3%
-98.0%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.3% | -2.7% | -1.3% |
| 7D | -0.1% | -4.0% | +3.8% | -0.2% |
| 30D | -3.4% | -15.9% | +12.5% | -3.7% |
| 3M | +26.4% | -60.5% | +86.9% | +24.9% |
| 6M | +19.3% | -35.2% | +54.5% | +18.6% |
| YTD | +28.3% | -31.1% | +59.5% | +28.0% |
| 1Y | +34.3% | +148.6% | -114.4% | +40.2% |
| All | +34.3% | +132.3% | -98.0% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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