+309.9%
ADI vs AVTR
+1.7%
+308.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.4% | +3.1% | +2.1% |
| 7D | +0.4% | +2.7% | -2.2% | -0.5% |
| 30D | -3.8% | +12.1% | -15.8% | -7.4% |
| 3M | -15.3% | +57.2% | -72.5% | -28.3% |
| 6M | +6.7% | +73.1% | -66.4% | -13.3% |
| YTD | +34.8% | +30.6% | +4.1% | +19.6% |
| 1Y | +49.0% | +13.5% | +35.5% | +35.8% |
| 3Y | +108.1% | -31.0% | +139.1% | +119.7% |
| 5Y | +142.4% | -63.2% | +205.7% | +222.3% |
| All | +309.9% | +1.7% | +308.2% | +242.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling