+2.1%
AVTR vs TRI
+73.8%
-71.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -1.3% |
| 7D | -1.1% | -7.9% | +6.8% | +2.6% |
| 30D | +6.3% | -4.5% | +10.8% | +8.0% |
| 3M | +53.3% | +22.1% | +31.2% | +36.2% |
| 6M | +78.6% | -2.8% | +81.4% | +76.0% |
| YTD | +29.2% | -23.4% | +52.6% | +44.2% |
| 1Y | +13.8% | -41.5% | +55.4% | +51.0% |
| 3Y | -27.4% | -19.2% | -8.2% | -26.8% |
| 5Y | -65.0% | -9.4% | -55.6% | -68.6% |
| All | +2.1% | +73.8% | -71.6% | -45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 10y: compounded portfolio wealth divided by compounded TRI 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…
10y analysis · Full analysis span regression · 6 months rolling