-28.9%
AVTR vs ACWI
+76.1%
-105.0%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +2.7% | +0.5% | +2.2% | +2.2% |
| 30D | +12.1% | +0.9% | +11.2% | +11.2% |
| 3M | +57.2% | +2.4% | +54.9% | +53.2% |
| 6M | +73.1% | +12.4% | +60.7% | +52.3% |
| YTD | +30.6% | +15.2% | +15.5% | +11.9% |
| 1Y | +13.5% | +22.7% | -9.2% | -9.4% |
| All | -28.9% | +76.1% | -105.0% | -61.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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