+278.7%
AMD vs AVTR
-59.2%
+337.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.0% | +6.3% | +7.0% |
| 7D | +13.1% | +0.5% | +12.6% | +13.3% |
| 30D | -7.0% | +1.5% | -8.5% | -7.1% |
| 3M | +16.6% | +14.2% | +2.3% | +11.6% |
| 6M | +20.5% | +97.4% | -76.9% | -6.9% |
| YTD | +158.2% | +37.3% | +120.9% | +124.4% |
| 1Y | +132.8% | +36.8% | +96.0% | +101.8% |
| 3Y | +366.2% | -15.2% | +381.5% | +342.5% |
| 5Y | +278.7% | -59.2% | +337.8% | +508.6% |
| All | +278.7% | -59.2% | +337.9% | +508.6% |
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 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