+98.0%
TRV vs AMIX
-100.0%
+198.0%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -20.0% | +19.7% | -0.3% |
| 7D | -2.4% | -8.1% | +5.7% | -2.4% |
| 30D | +7.5% | -52.3% | +59.7% | +7.6% |
| 3M | +6.7% | -83.8% | +90.5% | +6.9% |
| 6M | +35.5% | -79.0% | +114.4% | +35.5% |
| YTD | +39.3% | -87.2% | +126.5% | +39.5% |
| 1Y | +41.8% | -91.7% | +133.5% | +42.1% |
| All | +98.0% | -100.0% | +198.0% | +101.0% |
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