+46.6%
ASML vs AVTR
+37.2%
+9.4%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.8% | +3.4% | +5.7% |
| 7D | -0.8% | +1.9% | -2.8% | -1.1% |
| 30D | -14.9% | +1.5% | -16.4% | -15.0% |
| 3M | -13.0% | +17.1% | -30.0% | -14.8% |
| 6M | -4.7% | +91.5% | -96.2% | -17.8% |
| YTD | +42.3% | +38.8% | +3.5% | +27.3% |
| All | +46.6% | +37.2% | +9.4% | +29.7% |
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 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