+82.5%
TRV vs AMIX
-99.9%
+182.3%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -3.3% |
| 3M | +26.4% | -46.2% | +72.6% | +26.4% |
| 6M | +19.3% | -46.4% | +65.7% | +19.2% |
| YTD | +28.3% | -60.3% | +88.6% | +28.4% |
| 1Y | +34.3% | -79.7% | +114.0% | +34.5% |
| All | +82.5% | -99.9% | +182.3% | +85.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling