-27.4%
AVTR vs TD
+127.3%
-154.8%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.8% |
| 7D | -1.1% | -0.5% | -0.5% | -0.8% |
| 30D | +6.3% | -1.9% | +8.2% | +7.3% |
| 3M | +53.3% | +4.8% | +48.6% | +48.4% |
| 6M | +78.6% | +28.0% | +50.7% | +54.0% |
| YTD | +29.2% | +30.3% | -1.1% | +10.4% |
| 1Y | +13.8% | +59.8% | -45.9% | -12.6% |
| 3Y | -27.4% | +124.7% | -152.1% | -55.0% |
| All | -27.4% | +127.3% | -154.8% | -55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 3y: compounded portfolio wealth divided by compounded TD 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…
3y analysis · Full analysis span regression · 6 months rolling