+5.2%
AVTR vs TRI
+76.4%
-71.2%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -6.5% | +8.4% | +4.9% |
| 7D | +7.4% | -7.1% | +14.5% | +10.8% |
| 30D | +12.2% | -2.3% | +14.5% | +12.7% |
| 3M | +57.4% | +19.6% | +37.8% | +41.4% |
| 6M | +86.7% | -8.7% | +95.4% | +90.2% |
| YTD | +33.1% | -22.3% | +55.3% | +47.5% |
| 1Y | +16.1% | -40.7% | +56.8% | +53.0% |
| 3Y | -24.6% | -17.8% | -6.9% | -24.7% |
| 5Y | -63.5% | -8.5% | -55.0% | -67.3% |
| All | +5.2% | +76.4% | -71.2% | -44.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling