+7.4%
AVTR vs BB
+6.5%
+0.9%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.3% | -2.0% |
| 7D | -0.1% | +11.6% | -11.7% | -1.5% |
| 30D | -0.6% | +2.6% | -3.2% | -1.2% |
| 3M | +13.4% | +3.5% | +9.9% | +12.2% |
| 6M | +87.4% | +43.5% | +43.9% | +75.6% |
| YTD | +35.9% | +141.2% | -105.3% | +18.6% |
| 1Y | +35.4% | +97.4% | -62.0% | +21.0% |
| 3Y | -16.1% | +151.1% | -167.2% | -29.9% |
| 5Y | -59.4% | -12.8% | -46.6% | -63.0% |
| All | +7.4% | +6.5% | +0.9% | -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