+2.6%
AVTR vs TRMB
+41.4%
-38.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.3% | -0.1% | -1.2% |
| 7D | +1.6% | -2.9% | +4.5% | +3.2% |
| 30D | +8.4% | -1.8% | +10.2% | +9.3% |
| 3M | +50.2% | +8.4% | +41.7% | +43.0% |
| 6M | +82.6% | -18.5% | +101.1% | +101.2% |
| YTD | +29.8% | -26.7% | +56.6% | +51.4% |
| 1Y | +16.0% | -28.3% | +44.3% | +36.6% |
| 3Y | -26.4% | +12.6% | -39.0% | -34.5% |
| 5Y | -64.5% | -38.7% | -25.8% | -56.3% |
| All | +2.6% | +41.4% | -38.8% | -36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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