-27.1%
AVTR vs TRGP
+261.7%
-288.8%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.4% | -2.3% |
| 7D | +1.6% | -0.7% | +2.3% | +1.7% |
| 30D | +8.4% | +9.5% | -1.1% | +7.0% |
| 3M | +50.2% | +10.8% | +39.3% | +47.4% |
| 6M | +82.6% | +25.3% | +57.2% | +74.3% |
| YTD | +29.8% | +60.3% | -30.4% | +17.2% |
| 1Y | +16.0% | +84.6% | -68.6% | +0.7% |
| All | -27.1% | +261.7% | -288.8% | -47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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