+6,432.7%
TRV vs WY
+673.4%
+5,759.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.8% | +0.5% |
| 7D | +0.2% | -1.7% | +1.9% | +0.8% |
| 30D | -2.3% | -9.9% | +7.5% | +1.1% |
| 3M | +22.7% | -7.5% | +30.2% | +25.5% |
| 6M | +21.9% | -5.1% | +27.1% | +23.4% |
| YTD | +27.5% | -2.1% | +29.6% | +27.2% |
| 1Y | +36.2% | -7.3% | +43.6% | +38.2% |
| 3Y | +140.6% | -22.6% | +163.2% | +154.7% |
| 5Y | +154.5% | -19.8% | +174.3% | +160.1% |
| 10Y | +295.4% | +9.6% | +285.9% | +242.5% |
| All | +6,432.7% | +673.4% | +5,759.3% | +2,796.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 all: compounded portfolio wealth divided by compounded WY 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…
all analysis · Full analysis span regression · 6 months rolling