-63.5%
AVTR vs BUD
+45.2%
-108.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.8% | +2.6% | +2.1% |
| 7D | +7.4% | +0.8% | +6.6% | +7.1% |
| 30D | +12.2% | -4.8% | +17.0% | +14.0% |
| 3M | +57.4% | +1.4% | +56.0% | +56.4% |
| 6M | +86.7% | +9.9% | +76.8% | +79.6% |
| YTD | +33.1% | +26.3% | +6.7% | +21.0% |
| 1Y | +16.1% | +36.1% | -20.0% | +2.9% |
| 3Y | -24.6% | +48.6% | -73.2% | -36.2% |
| 5Y | -63.5% | +45.0% | -108.5% | -70.0% |
| All | -63.5% | +45.2% | -108.7% | -70.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling