+157.9%
TRV vs WM
+52.1%
+105.8%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.1% | -0.8% |
| 7D | -0.1% | -0.3% | +0.2% | 0.0% |
| 30D | -3.4% | -2.4% | -1.1% | -2.5% |
| 3M | +26.4% | +0.4% | +26.0% | +26.1% |
| 6M | +19.3% | -9.5% | +28.8% | +24.0% |
| YTD | +28.3% | +0.5% | +27.8% | +27.3% |
| 1Y | +34.3% | -1.1% | +35.4% | +34.0% |
| 3Y | +140.1% | +46.0% | +94.1% | +102.4% |
| All | +157.9% | +52.1% | +105.8% | +108.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling