+1,058.9%
TRV vs BIL
+31.3%
+1,027.6%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +0.1% | +0.1% | 0.0% | +0.7% |
| 30D | +8.0% | +0.3% | +7.7% | +10.7% |
| 3M | +9.3% | +0.9% | +8.4% | +17.6% |
| 6M | +36.2% | +1.8% | +34.4% | +57.5% |
| YTD | +40.6% | +3.1% | +37.4% | +80.2% |
| 1Y | +43.1% | +3.7% | +39.4% | +91.4% |
| 3Y | +149.6% | +13.8% | +135.8% | +622.7% |
| 5Y | +181.6% | +20.2% | +161.4% | +1,219.0% |
| 10Y | +352.5% | +26.1% | +326.4% | +3,185.2% |
| All | +1,058.9% | +31.3% | +1,027.6% | +7,593.7% |
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