+673.3%
TRV vs AMBA
+772.6%
-99.2%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +6.1% | -8.0% | -2.3% |
| 7D | -0.3% | -7.2% | +7.0% | +0.2% |
| 30D | +9.6% | -10.4% | +20.0% | +10.2% |
| 3M | +2.7% | -30.1% | +32.9% | +4.7% |
| 6M | +32.0% | -22.4% | +54.5% | +32.2% |
| YTD | +37.8% | -17.3% | +55.1% | +36.8% |
| 1Y | +45.2% | -35.4% | +80.6% | +46.4% |
| 3Y | +145.3% | +18.6% | +126.6% | +129.4% |
| 5Y | +172.3% | -69.8% | +242.1% | +175.2% |
| 10Y | +367.3% | +1.1% | +366.2% | +298.2% |
| All | +673.3% | +772.6% | -99.2% | +487.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling