-27.1%
AVTR vs BLDR
-56.4%
+29.3%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.9% | -0.5% | -1.8% |
| 7D | +1.6% | -2.7% | +4.3% | +2.4% |
| 30D | +8.4% | -14.7% | +23.1% | +13.7% |
| 3M | +50.2% | -20.8% | +71.0% | +59.5% |
| 6M | +82.6% | -35.3% | +117.9% | +106.8% |
| YTD | +29.8% | -40.3% | +70.2% | +50.7% |
| 1Y | +16.0% | -56.3% | +72.3% | +49.7% |
| All | -27.1% | -56.4% | +29.3% | -11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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