+122.7%
TRVG vs SPY
+80.4%
+42.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.4% | -6.0% | -6.1% |
| 7D | -0.2% | +0.1% | -0.3% | -0.2% |
| 30D | +15.6% | +0.1% | +15.6% | +15.7% |
| 3M | +44.3% | +2.0% | +42.3% | +41.7% |
| 6M | +102.4% | +13.0% | +89.4% | +80.8% |
| YTD | +106.6% | +13.5% | +93.0% | +83.5% |
| 1Y | +81.0% | +20.0% | +61.0% | +52.4% |
| All | +122.7% | +80.4% | +42.2% | +8.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling