-63.5%
AVTR vs EAT
+326.5%
-390.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.4% | +5.2% | +2.4% |
| 7D | +7.4% | -4.9% | +12.3% | +8.3% |
| 30D | +12.2% | -1.2% | +13.4% | +12.1% |
| 3M | +57.4% | +52.2% | +5.1% | +45.5% |
| 6M | +86.7% | +65.0% | +21.6% | +69.1% |
| YTD | +33.1% | +55.0% | -22.0% | +21.5% |
| 1Y | +16.1% | +42.1% | -25.9% | +7.2% |
| 3Y | -24.6% | +614.7% | -639.3% | -49.6% |
| 5Y | -63.5% | +322.7% | -386.2% | -75.9% |
| All | -63.5% | +326.5% | -390.0% | -75.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 5y: compounded portfolio wealth divided by compounded EAT 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…
5y analysis · Full analysis span regression · 6 months rolling