+36.3%
TRV vs TGT
+78.4%
-42.1%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.1% | +2.0% | +2.1% |
| 7D | +1.9% | -5.2% | +7.2% | +2.0% |
| 30D | +1.7% | +1.2% | +0.5% | +1.7% |
| 3M | +23.9% | +18.4% | +5.5% | +23.5% |
| 6M | +26.3% | +33.4% | -7.2% | +25.5% |
| YTD | +30.8% | +63.8% | -33.0% | +28.3% |
| 1Y | +36.3% | +77.2% | -40.8% | +31.9% |
| All | +36.3% | +78.4% | -42.1% | +31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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