+140.0%
TRV vs TECH
+1.2%
+138.8%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.8% | +0.5% |
| 7D | -1.5% | -0.5% | -1.0% | -1.5% |
| 30D | -1.8% | 0.0% | -1.8% | -1.8% |
| 3M | +21.6% | +37.4% | -15.9% | +19.8% |
| 6M | +22.5% | +36.9% | -14.4% | +20.2% |
| YTD | +28.1% | +23.1% | +5.1% | +26.5% |
| 1Y | +37.0% | +42.2% | -5.2% | +33.7% |
| All | +140.0% | +1.2% | +138.8% | +147.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 3y: compounded portfolio wealth divided by compounded TECH 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…
3y analysis · Full analysis span regression · 6 months rolling