+18.0%
AVTR vs BBWI
-34.0%
+52.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -6.3% | +3.9% | -1.3% |
| 7D | +1.6% | -4.4% | +6.0% | +2.3% |
| 30D | +8.4% | -7.4% | +15.8% | +9.5% |
| 3M | +50.2% | -2.2% | +52.4% | +48.7% |
| 6M | +82.6% | -16.3% | +98.9% | +85.2% |
| YTD | +29.8% | -9.1% | +39.0% | +28.8% |
| All | +18.0% | -34.0% | +52.0% | +49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 1y: compounded portfolio wealth divided by compounded BBWI 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…
1y analysis · Full analysis span regression · 6 months rolling