+13.5%
AVTR vs DOC
+23.9%
-10.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.4% | -0.7% |
| 7D | +2.7% | -1.5% | +4.2% | +3.3% |
| 30D | +12.1% | -4.8% | +16.8% | +14.1% |
| 3M | +57.2% | +6.9% | +50.4% | +52.4% |
| 6M | +73.1% | +20.7% | +52.3% | +59.1% |
| YTD | +30.6% | +34.1% | -3.5% | +8.7% |
| 1Y | +13.5% | +22.6% | -9.1% | +1.7% |
| All | +13.5% | +23.9% | -10.4% | +1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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