+159.7%
TRV vs TNA
-23.3%
+183.0%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.1% | +1.0% | +2.0% |
| 7D | +1.9% | -7.3% | +9.2% | +2.7% |
| 30D | +1.7% | -14.2% | +15.9% | +3.2% |
| 3M | +23.9% | -4.6% | +28.4% | +24.1% |
| 6M | +26.3% | +36.9% | -10.7% | +20.8% |
| YTD | +30.8% | +42.5% | -11.7% | +24.0% |
| 1Y | +36.3% | +45.8% | -9.4% | +28.2% |
| 3Y | +145.0% | +104.7% | +40.4% | +111.6% |
| All | +159.7% | -23.3% | +183.0% | +137.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TNA.
Daily Out/Under-Performance
Portfolio return minus TNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TNA 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 5y: compounded portfolio wealth divided by compounded TNA 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…
5y analysis · Full analysis span regression · 6 months rolling