+293.8%
TRV vs BN
+263.5%
+30.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.8% | +1.0% |
| 7D | -1.5% | -5.9% | +4.4% | +0.6% |
| 30D | -1.8% | -15.1% | +13.3% | +3.8% |
| 3M | +21.6% | -14.6% | +36.2% | +28.0% |
| 6M | +22.5% | -8.4% | +30.9% | +25.1% |
| YTD | +28.1% | -16.8% | +45.0% | +34.8% |
| 1Y | +37.0% | -14.4% | +51.4% | +41.9% |
| 3Y | +141.9% | +70.1% | +71.8% | +85.6% |
| 5Y | +158.5% | +33.5% | +125.0% | +112.1% |
| All | +293.8% | +263.5% | +30.3% | +120.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 10y: compounded portfolio wealth divided by compounded BN 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…
10y analysis · Full analysis span regression · 6 months rolling