+148.1%
TRV vs TT
+94.9%
+53.2%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.4% | +1.4% |
| 7D | +1.4% | +0.8% | +0.5% | +1.2% |
| 30D | +8.7% | -11.8% | +20.5% | +10.2% |
| 3M | +7.1% | -11.6% | +18.6% | +8.5% |
| 6M | +35.5% | -9.3% | +44.8% | +36.3% |
| YTD | +39.7% | +8.9% | +30.8% | +35.7% |
| 1Y | +44.1% | -2.2% | +46.3% | +42.9% |
| 3Y | +148.1% | +91.9% | +56.2% | +119.4% |
| All | +148.1% | +94.9% | +53.2% | +119.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 TT 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