-24.6%
AVTR vs BBWI
-44.4%
+19.8%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.1% | +5.0% | +2.6% |
| 7D | +7.4% | +1.6% | +5.8% | +7.0% |
| 30D | +12.2% | -6.2% | +18.4% | +13.4% |
| 3M | +57.4% | +4.3% | +53.0% | +53.7% |
| 6M | +86.7% | -7.2% | +93.8% | +86.0% |
| YTD | +33.1% | -3.0% | +36.1% | +30.5% |
| 1Y | +16.1% | -30.8% | +46.9% | +24.2% |
| 3Y | -24.6% | -43.4% | +18.8% | -19.0% |
| All | -24.6% | -44.4% | +19.8% | -19.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling