+35.8%
TRV vs WM
+1.2%
+34.6%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.8% |
| 7D | +0.5% | -0.9% | +1.4% | +0.8% |
| 30D | -4.9% | -4.3% | -0.5% | -3.3% |
| 3M | +23.7% | +0.8% | +23.0% | +23.5% |
| 6M | +20.3% | -10.8% | +31.1% | +24.2% |
| YTD | +27.1% | -0.1% | +27.1% | +25.7% |
| All | +35.8% | +1.2% | +34.6% | +34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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