+145.3%
TRV vs AMC
-71.5%
+216.7%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.9% | -3.9% | -1.9% |
| 7D | -0.3% | +2.6% | -2.9% | -0.2% |
| 30D | +9.6% | +9.0% | +0.6% | +9.6% |
| 3M | +2.7% | +22.2% | -19.4% | +2.7% |
| 6M | +32.0% | +91.5% | -59.4% | +31.5% |
| YTD | +37.8% | +101.3% | -63.5% | +37.0% |
| 1Y | +45.2% | +20.8% | +24.5% | +44.7% |
| 3Y | +145.3% | -71.3% | +216.6% | +145.0% |
| All | +145.3% | -71.5% | +216.7% | +145.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling