-59.4%
AVTR vs EAT
+342.4%
-401.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.1% | +2.0% | -1.4% |
| 7D | -0.1% | -5.9% | +5.8% | +0.8% |
| 30D | -0.6% | +0.7% | -1.3% | -1.1% |
| 3M | +13.4% | -14.2% | +27.6% | +15.6% |
| 6M | +87.4% | +40.7% | +46.6% | +73.8% |
| YTD | +35.9% | +36.0% | -0.1% | +25.8% |
| 1Y | +35.4% | +83.1% | -47.7% | +18.2% |
| 3Y | -16.1% | +474.8% | -490.9% | -43.2% |
| 5Y | -59.4% | +347.6% | -407.0% | -73.0% |
| All | -59.4% | +342.4% | -401.8% | -73.0% |
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