-42.5%
TRI vs AVAV
-40.1%
-2.3%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -5.4% | +3.5% | -1.7% |
| 7D | -8.4% | -3.2% | -5.2% | -8.3% |
| 30D | -6.5% | -25.6% | +19.1% | -5.6% |
| 3M | +18.6% | -20.2% | +38.8% | +19.4% |
| 6M | -10.4% | -38.1% | +27.6% | -9.9% |
| YTD | -23.7% | -41.8% | +18.1% | -22.1% |
| 1Y | -42.5% | -39.0% | -3.4% | -35.6% |
| All | -42.5% | -40.1% | -2.3% | -35.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling