-58.9%
AVTR vs ACWI
+60.2%
-119.1%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.1% |
| 7D | +3.2% | +2.7% | +0.5% | +0.4% |
| 30D | +0.5% | -2.6% | +3.0% | +3.1% |
| 3M | +12.1% | -3.2% | +15.3% | +15.7% |
| 6M | +91.2% | +1.9% | +89.3% | +86.5% |
| YTD | +36.3% | +11.3% | +25.0% | +21.0% |
| 1Y | +35.2% | +11.7% | +23.6% | +19.7% |
| 3Y | -15.8% | +74.4% | -90.2% | -52.9% |
| 5Y | -58.9% | +59.5% | -118.4% | -74.6% |
| All | -58.9% | +60.2% | -119.1% | -74.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling