+7.9%
AVTR vs DOC
-5.4%
+13.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.1% | -2.7% | -1.0% |
| 7D | -6.2% | +8.7% | -15.0% | -9.7% |
| 30D | -1.0% | +7.6% | -8.6% | -4.4% |
| 3M | +14.4% | -5.3% | +19.7% | +16.7% |
| 6M | +95.9% | +27.6% | +68.3% | +73.0% |
| YTD | +36.6% | +32.4% | +4.2% | +18.0% |
| 1Y | +35.1% | +22.9% | +12.3% | +21.0% |
| 3Y | -14.8% | +43.1% | -57.9% | -28.5% |
| 5Y | -59.8% | -21.4% | -38.4% | -57.3% |
| All | +7.9% | -5.4% | +13.3% | +10.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling