+2.6%
AVTR vs CHD
+40.6%
-38.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.4% | -1.0% | -1.9% |
| 7D | +1.6% | -4.2% | +5.7% | +3.2% |
| 30D | +8.4% | -7.6% | +15.9% | +11.6% |
| 3M | +50.2% | -1.6% | +51.7% | +50.6% |
| 6M | +82.6% | -6.3% | +88.9% | +86.2% |
| YTD | +29.8% | +14.6% | +15.2% | +21.4% |
| 1Y | +16.0% | +1.6% | +14.4% | +13.9% |
| 3Y | -26.4% | +3.1% | -29.6% | -29.0% |
| 5Y | -64.5% | +21.1% | -85.5% | -68.6% |
| All | +2.6% | +40.6% | -38.0% | -14.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling