+13.5%
AVTR vs BOXX
+4.0%
+9.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.5% | -1.9% |
| 7D | +2.7% | +0.1% | +2.6% | +1.8% |
| 30D | +12.1% | +0.4% | +11.7% | +6.2% |
| 3M | +57.2% | +1.0% | +56.2% | +34.0% |
| 6M | +73.1% | +2.0% | +71.1% | +24.7% |
| YTD | +30.6% | +2.6% | +28.0% | -16.0% |
| 1Y | +13.5% | +4.1% | +9.4% | -32.3% |
| All | +13.5% | +4.0% | +9.5% | -32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BOXX.
Daily Out/Under-Performance
Portfolio return minus BOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BOXX 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 1y: compounded portfolio wealth divided by compounded BOXX 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…
1y analysis · Full analysis span regression · 6 months rolling