+148.1%
TRV vs WM
+48.6%
+99.5%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | +0.1% |
| 7D | +2.0% | +3.2% | -1.2% | +0.7% |
| 30D | +6.7% | +13.0% | -6.3% | +1.4% |
| 3M | +9.4% | +9.2% | +0.1% | +5.3% |
| 6M | +37.7% | +13.6% | +24.1% | +30.4% |
| YTD | +40.6% | +12.4% | +28.2% | +33.0% |
| 1Y | +42.4% | +21.2% | +21.2% | +30.2% |
| 3Y | +148.1% | +48.7% | +99.4% | +116.0% |
| All | +148.1% | +48.6% | +99.5% | +116.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling