+5.2%
AVTR vs DAR
+227.7%
-222.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.9% | -1.1% | +1.0% |
| 7D | +7.4% | -0.9% | +8.3% | +7.6% |
| 30D | +12.2% | +13.0% | -0.7% | +8.0% |
| 3M | +57.4% | +15.0% | +42.4% | +49.7% |
| 6M | +86.7% | +26.8% | +59.8% | +71.6% |
| YTD | +33.1% | +86.4% | -53.3% | +8.3% |
| 1Y | +16.1% | +115.1% | -98.9% | -10.1% |
| 3Y | -24.6% | +14.6% | -39.2% | -31.8% |
| 5Y | -63.5% | -8.8% | -54.7% | -65.9% |
| All | +5.2% | +227.7% | -222.5% | -54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 10y: compounded portfolio wealth divided by compounded DAR 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…
10y analysis · Full analysis span regression · 6 months rolling