+30.5%
ALL vs AVTR
+34.2%
-3.7%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.1% | +5.0% | +2.8% |
| 7D | -0.1% | -0.1% | 0.0% | -0.1% |
| 30D | +13.8% | -0.6% | +14.5% | +13.8% |
| 3M | -2.8% | +13.4% | -16.2% | -2.4% |
| 6M | +23.7% | +87.4% | -63.7% | +26.4% |
| YTD | +27.3% | +35.9% | -8.6% | +27.3% |
| 1Y | +30.5% | +35.4% | -4.8% | +31.6% |
| All | +30.5% | +34.2% | -3.7% | +31.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling