-27.1%
AVTR vs TRMB
+11.9%
-39.0%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.3% | -0.1% | -1.4% |
| 7D | +1.6% | -2.9% | +4.5% | +2.9% |
| 30D | +8.4% | -1.8% | +10.2% | +9.1% |
| 3M | +50.2% | +8.4% | +41.7% | +44.4% |
| 6M | +82.6% | -18.5% | +101.1% | +98.4% |
| YTD | +29.8% | -26.7% | +56.6% | +47.7% |
| 1Y | +16.0% | -28.3% | +44.3% | +33.0% |
| All | -27.1% | +11.9% | -39.0% | -30.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling