+9.7%
AVTR vs DRI
+141.3%
-131.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.5% | +1.3% | +2.3% |
| 7D | +1.9% | +3.1% | -1.2% | +0.7% |
| 30D | +1.5% | +16.2% | -14.7% | -4.4% |
| 3M | +17.1% | +8.4% | +8.7% | +12.8% |
| 6M | +91.5% | +19.0% | +72.5% | +77.5% |
| YTD | +38.8% | +28.8% | +10.0% | +23.8% |
| 1Y | +37.7% | +33.1% | +4.6% | +21.1% |
| 3Y | -13.5% | +70.8% | -84.3% | -32.2% |
| 5Y | -59.3% | +74.2% | -133.6% | -68.9% |
| All | +9.7% | +141.3% | -131.6% | -34.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling