-64.8%
AVTR vs TRI
-11.1%
-53.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +0.4% |
| 7D | -2.0% | -14.4% | +12.3% | +3.0% |
| 30D | +8.1% | -8.1% | +16.2% | +10.7% |
| 3M | +54.2% | +17.5% | +36.7% | +44.0% |
| 6M | +82.6% | -5.0% | +87.5% | +83.1% |
| YTD | +29.8% | -24.7% | +54.5% | +43.4% |
| 1Y | +18.0% | -41.5% | +59.5% | +47.4% |
| 3Y | -26.4% | -20.3% | -6.1% | -25.9% |
| 5Y | -64.8% | -10.9% | -53.9% | -68.5% |
| All | -64.8% | -11.1% | -53.7% | -68.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling