+16.1%
TRVG vs SPY
+14.6%
+1.4%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | -0.3% |
| 7D | -8.1% | -0.7% | -7.3% | -7.7% |
| 30D | -25.2% | -1.0% | -24.1% | -24.7% |
| 3M | -33.3% | -0.3% | -33.0% | -33.2% |
| 6M | +26.4% | +7.3% | +19.1% | +22.9% |
| YTD | +22.1% | +13.3% | +8.7% | +14.8% |
| 1Y | +16.1% | +14.8% | +1.3% | +7.8% |
| All | +16.1% | +14.6% | +1.4% | +7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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