-27.1%
AVTR vs AEIS
+172.0%
-199.1%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.1% | -1.3% | -2.2% |
| 7D | +1.6% | +6.5% | -4.9% | +0.6% |
| 30D | +8.4% | -9.2% | +17.6% | +9.7% |
| 3M | +50.2% | -8.3% | +58.5% | +49.2% |
| 6M | +82.6% | -6.3% | +88.9% | +78.0% |
| YTD | +29.8% | +36.5% | -6.7% | +12.0% |
| 1Y | +16.0% | +84.8% | -68.8% | -10.7% |
| All | -27.1% | +172.0% | -199.1% | -54.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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