+35.3%
TRV vs AMC
-6.9%
+42.2%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.4% | +2.4% | -1.0% |
| 7D | +0.5% | -0.8% | +1.3% | +0.5% |
| 30D | -4.9% | -1.2% | -3.7% | -4.8% |
| 3M | +23.7% | +42.2% | -18.5% | +23.2% |
| 6M | +20.3% | +118.8% | -98.5% | +17.8% |
| YTD | +27.1% | +64.1% | -37.1% | +24.7% |
| 1Y | +35.3% | -9.5% | +44.9% | +29.8% |
| All | +35.3% | -6.9% | +42.2% | +29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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