+2.1%
AVTR vs AGI
+737.5%
-735.4%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.5% |
| 7D | -1.1% | -2.7% | +1.7% | -0.8% |
| 30D | +6.3% | +7.2% | -0.9% | +5.6% |
| 3M | +53.3% | +4.3% | +49.1% | +52.5% |
| 6M | +78.6% | -27.1% | +105.7% | +82.3% |
| YTD | +29.2% | -6.6% | +35.8% | +28.9% |
| 1Y | +13.8% | +9.5% | +4.3% | +11.9% |
| 3Y | -27.4% | +208.4% | -235.9% | -35.7% |
| 5Y | -65.0% | +401.6% | -466.7% | -70.5% |
| All | +2.1% | +737.5% | -735.4% | -2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 10y: compounded portfolio wealth divided by compounded AGI 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…
10y analysis · Full analysis span regression · 6 months rolling