-27.4%
AVTR vs AZO
+10.0%
-37.5%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | -1.1% | -3.6% | +2.5% | -0.4% |
| 30D | +6.3% | -5.6% | +11.9% | +7.5% |
| 3M | +53.3% | -6.6% | +60.0% | +55.0% |
| 6M | +78.6% | -22.5% | +101.2% | +88.0% |
| YTD | +29.2% | -15.2% | +44.4% | +33.0% |
| 1Y | +13.8% | -33.9% | +47.8% | +23.9% |
| 3Y | -27.4% | +11.8% | -39.2% | -30.6% |
| All | -27.4% | +10.0% | -37.5% | -30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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