+7.4%
AVTR vs DRI
+140.1%
-132.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.7% | -2.0% |
| 7D | -0.1% | +4.2% | -4.4% | -1.8% |
| 30D | -0.6% | +15.7% | -16.3% | -6.2% |
| 3M | +13.4% | +5.8% | +7.6% | +10.3% |
| 6M | +87.4% | +18.4% | +68.9% | +74.1% |
| YTD | +35.9% | +28.2% | +7.7% | +21.4% |
| 1Y | +35.4% | +35.9% | -0.5% | +18.1% |
| 3Y | -16.1% | +67.7% | -83.9% | -33.8% |
| 5Y | -59.4% | +77.9% | -137.3% | -69.2% |
| All | +7.4% | +140.1% | -132.8% | -35.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling