+1,983.3%
TRGP vs AVAV
+380.2%
+1,603.1%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +10.5% | -13.1% | -4.8% |
| 7D | -16.0% | -10.6% | -5.4% | -14.2% |
| 30D | -6.4% | -18.8% | +12.3% | -2.8% |
| 3M | -1.0% | -34.1% | +33.1% | +6.6% |
| 6M | +7.0% | -35.3% | +42.3% | +12.5% |
| YTD | +46.1% | -53.4% | +99.5% | +59.3% |
| 1Y | +58.7% | -65.6% | +124.3% | +84.9% |
| 3Y | +221.9% | -5.1% | +226.9% | +167.0% |
| 5Y | +419.9% | +18.5% | +401.4% | +279.6% |
| 10Y | +769.8% | +369.8% | +400.0% | +309.9% |
| All | +1,983.3% | +380.2% | +1,603.1% | +839.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling