+34.3%
TRV vs AMIX
-81.0%
+115.3%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.9% | +0.6% | -1.3% |
| 7D | -0.1% | -13.7% | +13.6% | -0.1% |
| 30D | -3.4% | -62.1% | +58.6% | -3.4% |
| 3M | +26.4% | -46.2% | +72.6% | +26.1% |
| 6M | +19.3% | -46.4% | +65.7% | +19.1% |
| YTD | +28.3% | -60.3% | +88.6% | +27.6% |
| 1Y | +34.3% | -79.7% | +114.0% | +32.2% |
| All | +34.3% | -81.0% | +115.3% | +32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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