+491.0%
TRV vs AMC
-97.5%
+588.5%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +8.3% | -8.3% | -0.1% |
| 7D | -0.9% | +6.6% | -7.5% | -1.0% |
| 30D | +7.2% | +14.1% | -6.9% | +7.0% |
| 3M | +3.2% | +31.3% | -28.1% | +2.8% |
| 6M | +33.6% | +126.7% | -93.1% | +31.9% |
| YTD | +37.8% | +117.9% | -80.2% | +36.0% |
| 1Y | +43.4% | +41.1% | +2.3% | +42.2% |
| 3Y | +146.7% | -61.0% | +207.6% | +146.6% |
| 5Y | +176.1% | -99.1% | +275.3% | +184.3% |
| 10Y | +357.4% | -98.7% | +456.1% | +332.9% |
| All | +491.0% | -97.5% | +588.5% | +416.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling