+13.8%
AVTR vs DTE
+1.0%
+12.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | -0.9% |
| 7D | -1.1% | -2.6% | +1.5% | -2.0% |
| 30D | +6.3% | -4.4% | +10.7% | +4.6% |
| 3M | +53.3% | -8.3% | +61.6% | +48.8% |
| 6M | +78.6% | -8.1% | +86.7% | +74.4% |
| YTD | +29.2% | +4.4% | +24.8% | +31.9% |
| 1Y | +13.8% | +0.2% | +13.7% | +17.0% |
| All | +13.8% | +1.0% | +12.9% | +17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 DTE 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