+2.6%
AVTR vs BEN
+45.2%
-42.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.5% | -0.9% | -1.9% |
| 7D | +1.6% | +3.4% | -1.8% | +0.3% |
| 30D | +8.4% | +1.8% | +6.6% | +7.6% |
| 3M | +50.2% | +8.4% | +41.8% | +45.1% |
| 6M | +82.6% | +35.6% | +46.9% | +61.9% |
| YTD | +29.8% | +46.4% | -16.5% | +12.0% |
| 1Y | +16.0% | +46.3% | -30.3% | -0.2% |
| 3Y | -26.4% | +54.6% | -81.1% | -39.3% |
| 5Y | -64.5% | +39.4% | -103.8% | -70.4% |
| All | +2.6% | +45.2% | -42.6% | -22.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling