+1,125.3%
TRV vs AVAV
+394.0%
+731.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.7% | +4.1% | +1.7% |
| 7D | +1.4% | 0.0% | +1.4% | +1.0% |
| 30D | +8.7% | -9.9% | +18.6% | +9.6% |
| 3M | +7.1% | -34.7% | +41.8% | +11.9% |
| 6M | +35.5% | -26.6% | +62.1% | +37.7% |
| YTD | +39.7% | -48.9% | +88.7% | +45.8% |
| 1Y | +44.1% | -63.0% | +107.1% | +56.6% |
| 3Y | +148.1% | +1.6% | +146.6% | +122.1% |
| 5Y | +178.6% | +34.5% | +144.1% | +128.2% |
| 10Y | +352.5% | +359.3% | -6.7% | +173.3% |
| All | +1,125.3% | +394.0% | +731.3% | +512.8% |
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