+35.1%
AVTR vs BUD
+38.4%
-3.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.1% | -2.7% | -0.2% |
| 7D | -6.2% | +3.3% | -9.6% | -6.9% |
| 30D | -1.0% | +11.8% | -12.8% | -3.7% |
| 3M | +14.4% | -1.1% | +15.5% | +14.4% |
| 6M | +95.9% | +14.9% | +81.0% | +88.0% |
| YTD | +36.6% | +32.6% | +4.0% | +12.9% |
| 1Y | +35.1% | +37.2% | -2.0% | +5.8% |
| All | +35.1% | +38.4% | -3.2% | +5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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