+3.2%
AVTR vs TD
+196.9%
-193.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | -0.1% | -0.7% |
| 7D | +2.7% | +0.3% | +2.4% | +2.5% |
| 30D | +12.1% | +0.4% | +11.7% | +11.7% |
| 3M | +57.2% | +7.6% | +49.6% | +49.8% |
| 6M | +73.1% | +25.0% | +48.1% | +50.9% |
| YTD | +30.6% | +31.0% | -0.4% | +10.8% |
| 1Y | +13.5% | +65.2% | -51.7% | -15.9% |
| 3Y | -31.0% | +122.5% | -153.5% | -57.6% |
| 5Y | -63.2% | +124.8% | -188.0% | -78.0% |
| All | +3.2% | +196.9% | -193.6% | -42.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling