+2.6%
AVTR vs BUD
+3.3%
-0.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.2% | -0.2% | -1.6% |
| 7D | +1.6% | -1.3% | +2.9% | +2.1% |
| 30D | +8.4% | -6.1% | +14.5% | +11.0% |
| 3M | +50.2% | -3.8% | +53.9% | +52.2% |
| 6M | +82.6% | +8.2% | +74.4% | +75.8% |
| YTD | +29.8% | +23.6% | +6.3% | +17.9% |
| 1Y | +16.0% | +33.4% | -17.5% | +2.1% |
| 3Y | -26.4% | +45.3% | -71.8% | -38.6% |
| 5Y | -64.5% | +44.3% | -108.7% | -70.9% |
| All | +2.6% | +3.3% | -0.7% | -8.9% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling