+9.5%
AMZN vs TRV
+36.9%
-27.4%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.1% |
| 7D | -2.7% | -1.5% | -1.2% | -2.9% |
| 30D | -7.5% | -1.8% | -5.7% | -7.7% |
| 3M | +5.8% | +21.6% | -15.7% | +7.2% |
| 6M | +17.5% | +22.5% | -4.9% | +18.8% |
| YTD | +9.1% | +28.1% | -19.0% | +11.0% |
| All | +9.5% | +36.9% | -27.4% | +12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 1y: compounded portfolio wealth divided by compounded TRV 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…
1y analysis · Full analysis span regression · 6 months rolling