-16.5%
AVTR vs CHD
+31.2%
-47.7%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -1.9% | -1.0% |
| 7D | +0.5% | +3.6% | -3.2% | -0.7% |
| 30D | -1.0% | +10.4% | -11.4% | -4.5% |
| 3M | +12.2% | +12.2% | 0.0% | +7.5% |
| 6M | +97.5% | +19.9% | +77.5% | +83.7% |
| YTD | +35.6% | +36.4% | -0.8% | +17.3% |
| 1Y | +32.8% | +35.1% | -2.3% | +15.4% |
| 3Y | -16.5% | +29.2% | -45.7% | -25.6% |
| All | -16.5% | +31.2% | -47.7% | -25.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling