+1,048.2%
TRV vs BIL
+30.8%
+1,017.4%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.2% |
| 7D | -2.4% | +0.1% | -2.5% | -1.7% |
| 30D | +7.5% | 0.0% | +7.5% | +7.5% |
| 3M | +6.7% | +0.6% | +6.1% | +12.0% |
| 6M | +35.5% | +1.5% | +34.0% | +52.7% |
| YTD | +39.3% | +2.8% | +36.5% | +73.9% |
| 1Y | +41.8% | +3.3% | +38.5% | +84.9% |
| 3Y | +147.3% | +13.4% | +133.9% | +597.2% |
| 5Y | +178.3% | +19.8% | +158.5% | +1,169.2% |
| 10Y | +348.3% | +25.7% | +322.6% | +3,069.5% |
| All | +1,048.2% | +30.8% | +1,017.4% | +7,322.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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