+92.2%
ADP vs AVTR
+1.1%
+91.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.4% | -0.4% |
| 7D | -5.7% | +1.6% | -7.2% | -6.0% |
| 30D | -3.1% | +8.4% | -11.5% | -5.0% |
| 3M | +15.6% | +50.2% | -34.6% | +4.2% |
| 6M | +20.8% | +82.6% | -61.8% | +3.2% |
| YTD | +4.7% | +29.8% | -25.1% | -3.0% |
| 1Y | -8.3% | +16.0% | -24.3% | -13.8% |
| 3Y | +13.6% | -26.4% | +40.0% | +15.3% |
| 5Y | +45.0% | -64.5% | +109.5% | +78.3% |
| All | +92.2% | +1.1% | +91.1% | +59.8% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling