+1,025.4%
TRV vs AVAV
+478.6%
+546.8%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.7% | +0.4% | -1.1% |
| 7D | -0.1% | -2.2% | +2.1% | +0.1% |
| 30D | -3.4% | -13.9% | +10.5% | -1.9% |
| 3M | +26.4% | -29.2% | +55.6% | +30.4% |
| 6M | +19.3% | -36.1% | +55.4% | +23.8% |
| YTD | +28.3% | -40.2% | +68.5% | +32.2% |
| 1Y | +34.3% | -36.2% | +70.5% | +35.8% |
| 3Y | +140.1% | +47.5% | +92.6% | +104.2% |
| 5Y | +155.7% | +39.3% | +116.5% | +110.6% |
| 10Y | +285.5% | +482.6% | -197.0% | +126.0% |
| All | +1,025.4% | +478.6% | +546.8% | +455.3% |
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