-61.5%
ADBE vs AVTR
-64.4%
+3.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | -0.3% |
| 7D | -8.9% | +1.6% | -10.5% | -9.3% |
| 30D | -6.6% | +8.4% | -15.0% | -8.6% |
| 3M | +7.1% | +50.2% | -43.0% | -3.8% |
| 6M | -9.8% | +82.6% | -92.3% | -23.3% |
| YTD | -27.2% | +29.8% | -57.0% | -32.7% |
| 1Y | -28.0% | +16.0% | -44.0% | -32.5% |
| 3Y | -54.5% | -26.4% | -28.1% | -53.9% |
| 5Y | -61.5% | -64.5% | +3.0% | -44.0% |
| All | -61.5% | -64.4% | +3.0% | -44.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling