+6,432.7%
TRV vs AEM
+3,500.5%
+2,932.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | 0.0% | +0.3% |
| 7D | +0.2% | +3.0% | -2.8% | +0.1% |
| 30D | -2.3% | +12.5% | -14.8% | -2.5% |
| 3M | +22.7% | +26.9% | -4.3% | +22.2% |
| 6M | +21.9% | -9.4% | +31.4% | +22.0% |
| YTD | +27.5% | +20.3% | +7.2% | +27.0% |
| 1Y | +36.2% | +33.8% | +2.5% | +35.4% |
| 3Y | +140.6% | +349.8% | -209.2% | +134.9% |
| 5Y | +154.5% | +301.0% | -146.5% | +148.4% |
| 10Y | +295.4% | +376.1% | -80.6% | +283.6% |
| All | +6,432.7% | +3,500.5% | +2,932.2% | +7,261.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 all: compounded portfolio wealth divided by compounded AEM 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…
all analysis · Full analysis span regression · 6 months rolling