+35.1%
AVTR vs BEN
+56.2%
-21.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.7% | -4.3% | -0.9% |
| 7D | -6.2% | +6.7% | -13.0% | -7.9% |
| 30D | -1.0% | +3.0% | -4.0% | -1.9% |
| 3M | +14.4% | -4.3% | +18.7% | +15.9% |
| 6M | +95.9% | +16.4% | +79.5% | +83.1% |
| YTD | +36.6% | +46.8% | -10.2% | +20.3% |
| 1Y | +35.1% | +57.3% | -22.2% | +19.4% |
| All | +35.1% | +56.2% | -21.1% | +19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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