+7.4%
AVTR vs ACWI
+147.5%
-140.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.7% | -1.6% |
| 7D | -0.1% | -0.2% | 0.0% | 0.0% |
| 30D | -0.6% | -3.3% | +2.6% | +3.0% |
| 3M | +13.4% | -3.4% | +16.8% | +17.6% |
| 6M | +87.4% | +0.8% | +86.6% | +84.5% |
| YTD | +35.9% | +10.7% | +25.2% | +20.3% |
| 1Y | +35.4% | +11.6% | +23.8% | +18.8% |
| 3Y | -16.1% | +73.4% | -89.5% | -55.0% |
| 5Y | -59.4% | +60.2% | -119.5% | -76.1% |
| All | +7.4% | +147.5% | -140.1% | -60.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling