-7.8%
AVTR vs BIYA
-99.8%
+92.0%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +7.4% | +2.7% | +4.7% | +7.4% |
| 30D | +12.2% | -18.7% | +30.9% | +12.4% |
| 3M | +57.4% | -72.0% | +129.4% | +57.6% |
| 6M | +86.7% | -86.4% | +173.0% | +86.2% |
| YTD | +33.1% | -94.2% | +127.2% | +33.7% |
| 1Y | +16.1% | -98.4% | +114.6% | +19.5% |
| All | -7.8% | -99.8% | +92.0% | -2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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