+285.9%
TRV vs AMBA
-5.3%
+291.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.1% |
| 7D | +0.5% | -6.4% | +6.9% | +0.9% |
| 30D | -4.9% | -26.8% | +22.0% | -2.9% |
| 3M | +23.7% | -7.6% | +31.4% | +23.3% |
| 6M | +20.3% | +21.2% | -0.9% | +16.5% |
| YTD | +27.1% | -10.4% | +37.4% | +25.6% |
| 1Y | +35.3% | -24.4% | +59.8% | +34.9% |
| 3Y | +139.8% | +6.0% | +133.8% | +125.1% |
| 5Y | +153.9% | -53.9% | +207.7% | +145.5% |
| 10Y | +285.9% | -6.2% | +292.0% | +204.7% |
| All | +285.9% | -5.3% | +291.1% | +204.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling