+34.3%
TRV vs AMBA
-20.7%
+55.0%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.6% | -1.4% |
| 7D | -0.1% | -11.0% | +10.8% | -0.7% |
| 30D | -3.4% | -23.2% | +19.7% | -4.5% |
| 3M | +26.4% | -12.7% | +39.1% | +26.3% |
| 6M | +19.3% | +11.2% | +8.1% | +19.9% |
| YTD | +28.3% | -11.2% | +39.6% | +28.9% |
| 1Y | +34.3% | -22.5% | +56.8% | +34.6% |
| All | +34.3% | -20.7% | +55.0% | +34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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