+2.6%
AVTR vs BEN
+43.3%
-40.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +0.5% |
| 7D | -2.0% | +0.3% | -2.4% | -2.2% |
| 30D | +8.1% | +0.9% | +7.2% | +7.7% |
| 3M | +54.2% | +9.2% | +45.0% | +48.6% |
| 6M | +82.6% | +36.8% | +45.8% | +61.4% |
| YTD | +29.8% | +44.4% | -14.5% | +12.6% |
| 1Y | +18.0% | +45.8% | -27.8% | +1.7% |
| 3Y | -26.4% | +52.5% | -79.0% | -39.0% |
| 5Y | -64.8% | +37.7% | -102.5% | -70.6% |
| All | +2.6% | +43.3% | -40.7% | -22.1% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling