+3.2%
AVTR vs TRGP
+747.5%
-744.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.3% | -1.1% |
| 7D | +2.7% | +0.8% | +1.9% | +2.4% |
| 30D | +12.1% | +11.5% | +0.5% | +8.3% |
| 3M | +57.2% | +9.0% | +48.3% | +52.3% |
| 6M | +73.1% | +20.5% | +52.6% | +62.1% |
| YTD | +30.6% | +59.5% | -28.9% | +12.2% |
| 1Y | +13.5% | +77.9% | -64.4% | -6.2% |
| 3Y | -31.0% | +253.6% | -284.6% | -54.8% |
| 5Y | -63.2% | +615.5% | -678.7% | -81.0% |
| All | +3.2% | +747.5% | -744.3% | -65.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling