+36.2%
AVTR vs CDW
+23.1%
+13.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.2% | -1.2% | +0.6% |
| 7D | +0.5% | +2.6% | -2.1% | 0.0% |
| 30D | +1.5% | +20.4% | -18.8% | -2.3% |
| 3M | +14.2% | +28.5% | -14.2% | +7.7% |
| 6M | +97.4% | +70.6% | +26.8% | +72.7% |
| YTD | +37.3% | +29.1% | +8.2% | +31.7% |
| All | +36.2% | +23.1% | +13.1% | +40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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