+135.1%
ADI vs AVTR
-64.4%
+199.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +2.9% | +1.2% |
| 7D | +2.6% | +1.6% | +1.1% | +2.2% |
| 30D | -4.6% | +8.4% | -13.0% | -6.7% |
| 3M | -9.5% | +50.2% | -59.7% | -20.1% |
| 6M | +14.8% | +82.6% | -67.7% | -5.0% |
| YTD | +35.8% | +29.8% | +6.0% | +23.6% |
| 1Y | +48.9% | +16.0% | +33.0% | +37.3% |
| 3Y | +115.6% | -26.4% | +142.0% | +123.9% |
| 5Y | +135.1% | -64.5% | +199.6% | +222.7% |
| All | +135.1% | -64.4% | +199.5% | +222.7% |
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