+35.1%
AVTR vs DRI
+34.0%
+1.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +5.1% | -4.7% | -0.6% |
| 7D | -6.2% | +6.5% | -12.7% | -7.4% |
| 30D | -1.0% | +16.4% | -17.4% | -4.2% |
| 3M | +14.4% | +13.6% | +0.8% | +10.5% |
| 6M | +95.9% | +22.0% | +73.9% | +86.7% |
| YTD | +36.6% | +29.3% | +7.3% | +23.3% |
| 1Y | +35.1% | +32.0% | +3.1% | +19.6% |
| All | +35.1% | +34.0% | +1.2% | +19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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