+2,231.5%
TRV vs IBN
+1,491.4%
+740.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.5% | +1.5% | -0.5% |
| 7D | +0.5% | -2.2% | +2.7% | +0.9% |
| 30D | -4.9% | -2.3% | -2.6% | -4.4% |
| 3M | +23.7% | +15.9% | +7.9% | +20.2% |
| 6M | +20.3% | +5.6% | +14.7% | +18.9% |
| YTD | +27.1% | -0.1% | +27.1% | +26.7% |
| 1Y | +35.3% | -6.5% | +41.9% | +36.6% |
| 3Y | +139.8% | +29.3% | +110.5% | +125.8% |
| 5Y | +153.9% | +56.6% | +97.3% | +128.3% |
| 10Y | +285.9% | +314.4% | -28.5% | +176.0% |
| All | +2,231.5% | +1,491.4% | +740.0% | +1,097.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded IBN 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling