-59.6%
AVTR vs TRMB
-36.0%
-23.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | +0.5% | +2.8% | -2.4% | -0.8% |
| 30D | -1.0% | -5.9% | +4.8% | +0.2% |
| 3M | +12.2% | -3.3% | +15.5% | +11.8% |
| 6M | +97.5% | +1.3% | +96.1% | +91.3% |
| YTD | +35.6% | -29.0% | +64.6% | +55.1% |
| 1Y | +32.8% | -27.8% | +60.6% | +50.7% |
| 3Y | -16.5% | +36.3% | -52.8% | -31.1% |
| All | -59.6% | -36.0% | -23.6% | -50.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling