-63.5%
AVTR vs BEN
+42.4%
-105.9%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.1% | +2.0% |
| 7D | +7.4% | +4.7% | +2.7% | +5.4% |
| 30D | +12.2% | +2.6% | +9.6% | +11.0% |
| 3M | +57.4% | +11.5% | +45.9% | +49.8% |
| 6M | +86.7% | +35.3% | +51.3% | +63.2% |
| YTD | +33.1% | +48.6% | -15.6% | +12.1% |
| 1Y | +16.1% | +46.7% | -30.5% | -1.9% |
| 3Y | -24.6% | +57.0% | -81.6% | -39.8% |
| 5Y | -63.5% | +41.8% | -105.3% | -71.4% |
| All | -63.5% | +42.4% | -105.9% | -71.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling