+3.2%
AVTR vs DRI
+125.9%
-122.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.2% |
| 7D | +2.7% | +0.6% | +2.1% | +2.4% |
| 30D | +12.1% | +3.8% | +8.2% | +10.2% |
| 3M | +57.2% | +13.0% | +44.2% | +49.5% |
| 6M | +73.1% | +8.3% | +64.8% | +66.9% |
| YTD | +30.6% | +20.6% | +10.0% | +20.1% |
| 1Y | +13.5% | +6.5% | +7.0% | +9.1% |
| 3Y | -31.0% | +53.7% | -84.7% | -43.4% |
| 5Y | -63.2% | +72.7% | -135.9% | -71.7% |
| All | +3.2% | +125.9% | -122.7% | -36.4% |
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