+60.4%
ACN vs AVTR
+6.9%
+53.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.0% | -2.9% | -2.2% |
| 7D | -4.0% | +0.5% | -4.5% | -4.3% |
| 30D | +19.0% | +1.5% | +17.5% | +18.1% |
| 3M | +42.2% | +14.2% | +28.0% | +36.0% |
| 6M | +50.1% | +97.4% | -47.2% | +21.2% |
| YTD | -2.7% | +37.3% | -40.0% | -12.9% |
| 1Y | +7.6% | +36.8% | -29.2% | -3.8% |
| 3Y | -15.9% | -15.2% | -0.6% | -18.4% |
| 5Y | -24.4% | -59.2% | +34.8% | -7.8% |
| All | +60.4% | +6.9% | +53.6% | +32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 10y: compounded portfolio wealth divided by compounded AVTR 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…
10y analysis · Full analysis span regression · 6 months rolling