+706.1%
TRV vs AMCR
+93.5%
+612.6%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.6% | +3.7% | +2.5% |
| 7D | +1.9% | -6.3% | +8.2% | +3.7% |
| 30D | +1.7% | -7.8% | +9.5% | +3.9% |
| 3M | +23.9% | +7.5% | +16.3% | +21.1% |
| 6M | +26.3% | +2.7% | +23.6% | +24.3% |
| YTD | +30.8% | +6.0% | +24.8% | +27.1% |
| 1Y | +36.3% | +7.8% | +28.5% | +31.6% |
| 3Y | +145.0% | +5.8% | +139.2% | +134.6% |
| 5Y | +163.9% | -11.6% | +175.5% | +163.9% |
| 10Y | +305.8% | +14.6% | +291.2% | +257.9% |
| All | +706.1% | +93.5% | +612.6% | +575.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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