+49.9%
TRV vs TRI
-22.4%
+72.3%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +6.4% | -2.9% | +3.1% |
| 7D | +3.9% | +1.0% | +2.9% | +3.7% |
| 30D | +13.5% | +20.8% | -7.3% | +12.3% |
| 3M | +8.9% | +8.1% | +0.8% | +8.2% |
| 6M | +36.8% | +24.2% | +12.6% | +34.2% |
| YTD | +42.7% | -7.8% | +50.5% | +46.6% |
| 1Y | +49.9% | -16.7% | +66.5% | +55.3% |
| All | +49.9% | -22.4% | +72.3% | +55.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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