-60.3%
AVTR vs DOC
-22.1%
-38.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.2% | -3.0% | -3.1% |
| 7D | -9.2% | +6.2% | -15.5% | -12.0% |
| 30D | -1.9% | +6.5% | -8.3% | -5.1% |
| 3M | +13.3% | -6.2% | +19.6% | +16.6% |
| 6M | +88.1% | +25.6% | +62.5% | +64.1% |
| YTD | +32.1% | +32.1% | 0.0% | +11.2% |
| 1Y | +30.7% | +20.3% | +10.5% | +16.2% |
| 3Y | -17.6% | +42.7% | -60.3% | -32.7% |
| 5Y | -60.3% | -22.2% | -38.2% | -58.1% |
| All | -60.3% | -22.1% | -38.3% | -58.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling