+7.2%
AVTR vs BB
+3.7%
+3.4%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | -0.2% |
| 7D | +0.5% | +1.8% | -1.4% | +0.2% |
| 30D | -1.0% | +8.1% | -9.2% | -2.2% |
| 3M | +12.2% | -1.0% | +13.2% | +11.7% |
| 6M | +97.5% | +45.9% | +51.6% | +84.6% |
| YTD | +35.6% | +134.8% | -99.2% | +18.8% |
| 1Y | +32.8% | +104.6% | -71.8% | +18.1% |
| 3Y | -16.5% | +152.8% | -169.3% | -30.3% |
| 5Y | -59.1% | -17.4% | -41.7% | -62.5% |
| All | +7.2% | +3.7% | +3.4% | -31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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