+18.0%
AVTR vs CHD
+0.8%
+17.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +0.5% |
| 7D | -2.0% | -4.7% | +2.7% | -0.4% |
| 30D | +8.1% | -8.3% | +16.4% | +11.4% |
| 3M | +54.2% | -4.0% | +58.2% | +56.0% |
| 6M | +82.6% | -6.5% | +89.1% | +88.1% |
| YTD | +29.8% | +13.1% | +16.8% | +12.2% |
| 1Y | +18.0% | +2.3% | +15.7% | +9.5% |
| All | +18.0% | +0.8% | +17.2% | +9.5% |
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