+148.1%
TRV vs AMBA
+21.7%
+126.4%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.6% | 0.0% |
| 7D | +2.0% | +2.7% | -0.6% | +2.0% |
| 30D | +6.7% | -2.2% | +8.9% | +6.7% |
| 3M | +9.4% | -26.6% | +36.0% | +9.3% |
| 6M | +37.7% | -26.8% | +64.5% | +37.9% |
| YTD | +40.6% | -15.1% | +55.7% | +40.2% |
| 1Y | +42.4% | -32.3% | +74.7% | +42.9% |
| 3Y | +148.1% | +19.8% | +128.3% | +142.0% |
| All | +148.1% | +21.7% | +126.4% | +142.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling