-13.5%
AVTR vs DRI
+70.6%
-84.1%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.5% | +1.3% | +2.4% |
| 7D | +1.9% | +3.1% | -1.2% | +0.9% |
| 30D | +1.5% | +16.2% | -14.7% | -3.3% |
| 3M | +17.1% | +8.4% | +8.7% | +13.6% |
| 6M | +91.5% | +19.0% | +72.5% | +79.8% |
| YTD | +38.8% | +28.8% | +10.0% | +25.5% |
| 1Y | +37.7% | +33.1% | +4.6% | +22.8% |
| 3Y | -13.5% | +70.8% | -84.3% | -29.4% |
| All | -13.5% | +70.6% | -84.1% | -29.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling