-16.5%
AVTR vs TRGP
+274.3%
-290.8%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.9% | -0.6% |
| 7D | +0.5% | +12.4% | -11.9% | -0.9% |
| 30D | -1.0% | +2.6% | -3.6% | -1.4% |
| 3M | +12.2% | +11.9% | +0.3% | +10.6% |
| 6M | +97.5% | +13.9% | +83.5% | +93.3% |
| YTD | +35.6% | +64.2% | -28.6% | +23.1% |
| 1Y | +32.8% | +78.5% | -45.7% | +18.2% |
| 3Y | -16.5% | +272.9% | -289.4% | -31.0% |
| All | -16.5% | +274.3% | -290.8% | -31.0% |
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