+348.3%
TRV vs AMBA
+7.9%
+340.5%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.5% | -3.9% | -0.6% |
| 7D | -2.4% | +2.6% | -5.0% | -2.6% |
| 30D | +7.5% | -3.6% | +11.1% | +7.6% |
| 3M | +6.7% | -24.6% | +31.3% | +8.4% |
| 6M | +35.5% | -21.6% | +57.1% | +35.7% |
| YTD | +39.3% | -11.8% | +51.1% | +37.5% |
| 1Y | +41.8% | -33.2% | +75.0% | +42.8% |
| 3Y | +147.3% | +24.5% | +122.8% | +128.0% |
| 5Y | +178.3% | -67.7% | +246.0% | +182.7% |
| 10Y | +348.3% | +4.7% | +343.6% | +246.9% |
| All | +348.3% | +7.9% | +340.5% | +246.9% |
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