+35.1%
AVTR vs CHD
+30.9%
+4.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.6% | -2.2% | +0.2% |
| 7D | -6.2% | +6.9% | -13.2% | -6.7% |
| 30D | -1.0% | +17.1% | -18.1% | -2.5% |
| 3M | +14.4% | +9.1% | +5.3% | +13.6% |
| 6M | +95.9% | +21.4% | +74.5% | +91.2% |
| YTD | +36.6% | +34.9% | +1.7% | +24.2% |
| 1Y | +35.1% | +31.0% | +4.1% | +25.5% |
| All | +35.1% | +30.9% | +4.2% | +25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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