+575.6%
AU vs AVTR
-26.6%
+602.2%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | 0.0% | -4.3% | -4.3% |
| 7D | -7.0% | -2.0% | -4.9% | -6.8% |
| 30D | +7.3% | +8.1% | -0.8% | +6.7% |
| 3M | +33.2% | +54.2% | -21.0% | +29.1% |
| 6M | -0.6% | +82.6% | -83.2% | -4.6% |
| YTD | +26.2% | +29.8% | -3.7% | +21.7% |
| 1Y | +68.3% | +18.0% | +50.3% | +61.9% |
| All | +575.6% | -26.6% | +602.2% | +562.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling