+1,595.3%
TRV vs TRI
+509.5%
+1,085.8%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.7% | +0.4% | +1.4% |
| 7D | +1.9% | -7.9% | +9.8% | +5.2% |
| 30D | +1.7% | -4.5% | +6.2% | +3.1% |
| 3M | +23.9% | +22.1% | +1.8% | +11.9% |
| 6M | +26.3% | -2.8% | +29.0% | +23.4% |
| YTD | +30.8% | -23.4% | +54.2% | +39.1% |
| 1Y | +36.3% | -41.5% | +77.9% | +63.0% |
| 3Y | +145.0% | -19.2% | +164.2% | +146.1% |
| 5Y | +163.9% | -9.4% | +173.3% | +145.8% |
| 10Y | +305.8% | +195.6% | +110.2% | +107.8% |
| All | +1,595.3% | +509.5% | +1,085.8% | +468.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling