+35.1%
AVTR vs DG
+45.3%
-10.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +8.5% | -8.1% | -1.4% |
| 7D | -6.2% | +12.3% | -18.5% | -8.7% |
| 30D | -1.0% | +19.3% | -20.3% | -5.3% |
| 3M | +14.4% | +11.9% | +2.5% | +10.9% |
| 6M | +95.9% | +25.0% | +70.9% | +82.8% |
| YTD | +36.6% | +8.7% | +27.8% | +32.0% |
| 1Y | +35.1% | +44.7% | -9.5% | +23.2% |
| All | +35.1% | +45.3% | -10.1% | +23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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