+7.2%
AVTR vs BUD
+12.4%
-5.2%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.7% | -1.0% |
| 7D | +0.5% | +1.0% | -0.6% | 0.0% |
| 30D | -1.0% | +6.7% | -7.7% | -3.8% |
| 3M | +12.2% | +5.7% | +6.5% | +9.3% |
| 6M | +97.5% | +5.8% | +91.6% | +91.7% |
| YTD | +35.6% | +34.4% | +1.2% | +18.6% |
| 1Y | +32.8% | +33.3% | -0.5% | +16.7% |
| 3Y | -16.5% | +48.8% | -65.3% | -31.0% |
| 5Y | -59.1% | +52.5% | -111.7% | -67.2% |
| All | +7.2% | +12.4% | -5.2% | -8.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling