+25.6%
TRVG vs SPY
+11.8%
+13.9%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | -0.4% | +7.6% | +7.4% |
| 7D | +11.7% | +3.3% | +8.4% | +10.1% |
| 30D | -3.6% | -2.7% | -0.9% | -2.3% |
| 3M | -22.7% | -1.7% | -20.9% | -22.1% |
| 6M | +34.0% | +3.1% | +30.9% | +33.0% |
| YTD | +38.6% | +11.9% | +26.7% | +30.3% |
| 1Y | +25.6% | +12.0% | +13.6% | +18.0% |
| All | +25.6% | +11.8% | +13.9% | +18.0% |
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