+80.6%
TRV vs AMIX
-99.9%
+180.5%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -1.0% |
| 7D | +0.5% | -3.4% | +3.9% | +0.5% |
| 30D | -4.9% | -54.4% | +49.5% | -4.8% |
| 3M | +23.7% | -45.7% | +69.5% | +23.7% |
| 6M | +20.3% | -49.2% | +69.5% | +20.3% |
| YTD | +27.1% | -60.3% | +87.4% | +27.1% |
| 1Y | +35.3% | -81.4% | +116.7% | +35.6% |
| All | +80.6% | -99.9% | +180.5% | +83.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling