-34.3%
AVTR vs BTSG
+382.3%
-416.7%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.6% | +6.6% | +0.9% |
| 7D | -2.0% | -5.8% | +3.7% | -1.3% |
| 30D | +8.1% | 0.0% | +8.1% | +8.0% |
| 3M | +54.2% | -4.5% | +58.7% | +53.4% |
| 6M | +82.6% | +40.0% | +42.6% | +69.4% |
| YTD | +29.8% | +54.6% | -24.7% | +18.3% |
| 1Y | +18.0% | +106.1% | -88.1% | +2.2% |
| All | -34.3% | +382.3% | -416.7% | -51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 BTSG 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