+5.2%
AVTR vs BTG
+157.8%
-152.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.9% | +4.7% | +2.3% |
| 7D | +7.4% | +4.8% | +2.6% | +6.7% |
| 30D | +12.2% | +8.3% | +3.9% | +10.9% |
| 3M | +57.4% | +32.3% | +25.1% | +50.7% |
| 6M | +86.7% | +3.0% | +83.7% | +83.9% |
| YTD | +33.1% | +21.9% | +11.2% | +27.1% |
| 1Y | +16.1% | +28.2% | -12.0% | +9.5% |
| 3Y | -24.6% | +99.9% | -124.5% | -35.4% |
| 5Y | -63.5% | +73.6% | -137.0% | -68.7% |
| All | +5.2% | +157.8% | -152.6% | -11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 all: compounded portfolio wealth divided by compounded BTG 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…
all analysis · Full analysis span regression · 6 months rolling