+145.3%
TRV vs WM
+47.1%
+98.1%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.1% | +0.2% | -1.1% |
| 7D | -0.3% | +1.2% | -1.5% | -0.7% |
| 30D | +9.6% | +13.1% | -3.5% | +4.1% |
| 3M | +2.7% | +3.6% | -0.9% | +1.1% |
| 6M | +32.0% | +8.1% | +24.0% | +27.6% |
| YTD | +37.8% | +8.9% | +28.9% | +32.0% |
| 1Y | +45.2% | +20.3% | +24.9% | +33.1% |
| 3Y | +145.3% | +46.2% | +99.1% | +115.1% |
| All | +145.3% | +47.1% | +98.1% | +115.1% |
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