+293.8%
TRV vs IBN
+316.4%
-22.6%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.7% |
| 7D | -1.5% | -5.5% | +4.0% | -0.2% |
| 30D | -1.8% | -3.4% | +1.6% | -1.1% |
| 3M | +21.6% | +8.7% | +12.9% | +19.3% |
| 6M | +22.5% | +3.7% | +18.7% | +21.2% |
| YTD | +28.1% | -2.4% | +30.5% | +28.4% |
| 1Y | +37.0% | -8.1% | +45.1% | +38.9% |
| 3Y | +141.9% | +26.3% | +115.6% | +126.5% |
| 5Y | +158.5% | +54.9% | +103.6% | +128.6% |
| All | +293.8% | +316.4% | -22.6% | +201.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling