+7.4%
AVTR vs CDW
+77.6%
-70.2%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.9% | -5.0% | -3.5% |
| 7D | -0.1% | +13.1% | -13.2% | -6.3% |
| 30D | -0.6% | +19.1% | -19.8% | -9.3% |
| 3M | +13.4% | +24.7% | -11.3% | -0.1% |
| 6M | +87.4% | +63.4% | +24.0% | +41.0% |
| YTD | +35.9% | +26.3% | +9.5% | +14.0% |
| 1Y | +35.4% | +20.6% | +14.8% | +16.6% |
| 3Y | -16.1% | -16.3% | +0.2% | -14.0% |
| 5Y | -59.4% | -3.9% | -55.4% | -62.5% |
| All | +7.4% | +77.6% | -70.2% | -32.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling