+2.6%
AVTR vs AZO
+198.1%
-195.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.4% | -1.0% | -1.9% |
| 7D | +1.6% | -0.8% | +2.4% | +1.9% |
| 30D | +8.4% | -5.1% | +13.5% | +10.5% |
| 3M | +50.2% | -7.2% | +57.4% | +53.9% |
| 6M | +82.6% | -20.7% | +103.3% | +98.9% |
| YTD | +29.8% | -14.2% | +44.0% | +35.9% |
| 1Y | +16.0% | -32.2% | +48.1% | +34.1% |
| 3Y | -26.4% | +11.1% | -37.6% | -33.6% |
| 5Y | -64.5% | +87.6% | -152.0% | -76.8% |
| All | +2.6% | +198.1% | -195.5% | -51.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling