-64.8%
AVTR vs TRGP
+627.0%
-691.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -2.0% | -0.6% | -1.5% | -1.9% |
| 30D | +8.1% | +10.0% | -1.9% | +5.7% |
| 3M | +54.2% | +7.6% | +46.6% | +51.0% |
| 6M | +82.6% | +26.8% | +55.8% | +70.7% |
| YTD | +29.8% | +60.6% | -30.7% | +13.6% |
| 1Y | +18.0% | +82.5% | -64.5% | -0.8% |
| 3Y | -26.4% | +265.0% | -291.5% | -51.1% |
| 5Y | -64.8% | +645.9% | -710.7% | -78.5% |
| All | -64.8% | +627.0% | -691.8% | -78.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling