+180.5%
TRV vs BN
+31.1%
+149.5%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +0.3% |
| 7D | +2.0% | -1.0% | +3.0% | +2.2% |
| 30D | +6.7% | +14.0% | -7.2% | +3.9% |
| 3M | +9.4% | -9.0% | +18.4% | +11.3% |
| 6M | +37.7% | -8.8% | +46.5% | +39.8% |
| YTD | +40.6% | -10.3% | +50.8% | +42.5% |
| 1Y | +42.4% | -5.8% | +48.2% | +42.7% |
| 3Y | +148.1% | +94.8% | +53.3% | +110.9% |
| All | +180.5% | +31.1% | +149.5% | +156.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling