+821.9%
TRGP vs AVAV
+516.1%
+305.9%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.9% | -1.4% | +0.9% |
| 7D | -0.6% | +3.2% | -3.8% | -1.2% |
| 30D | +14.6% | -20.3% | +34.9% | +19.1% |
| 3M | +11.9% | -19.4% | +31.4% | +14.2% |
| 6M | +25.3% | -35.3% | +60.5% | +31.8% |
| YTD | +61.9% | -38.5% | +100.4% | +67.4% |
| 1Y | +87.3% | -37.2% | +124.5% | +89.1% |
| 3Y | +268.0% | +31.1% | +236.9% | +185.5% |
| 5Y | +638.2% | +41.0% | +597.2% | +425.3% |
| 10Y | +821.9% | +508.8% | +313.2% | +362.3% |
| All | +821.9% | +516.1% | +305.9% | +362.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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