-8.5%
TRI vs AVAV
+44.7%
-53.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +2.9% | -9.4% | -6.7% |
| 7D | -7.1% | +3.2% | -10.3% | -7.3% |
| 30D | -2.3% | -20.3% | +18.0% | -1.1% |
| 3M | +19.6% | -19.4% | +39.0% | +20.6% |
| 6M | -8.7% | -35.3% | +26.5% | -7.1% |
| YTD | -22.3% | -38.5% | +16.2% | -21.1% |
| 1Y | -40.7% | -37.2% | -3.5% | -40.2% |
| 3Y | -17.8% | +31.1% | -48.9% | -23.5% |
| 5Y | -8.5% | +41.0% | -49.5% | -20.0% |
| All | -8.5% | +44.7% | -53.2% | -20.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling