+2.6%
AVTR vs ED
+61.9%
-59.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.7% | -2.3% |
| 7D | +1.6% | -0.2% | +1.7% | +1.6% |
| 30D | +8.4% | +1.9% | +6.4% | +8.1% |
| 3M | +50.2% | +1.9% | +48.3% | +49.8% |
| 6M | +82.6% | -2.3% | +84.8% | +82.9% |
| YTD | +29.8% | +10.9% | +19.0% | +27.6% |
| 1Y | +16.0% | +14.5% | +1.5% | +13.3% |
| 3Y | -26.4% | +33.4% | -59.8% | -30.6% |
| 5Y | -64.5% | +67.3% | -131.7% | -67.2% |
| All | +2.6% | +61.9% | -59.3% | -8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 10y: compounded portfolio wealth divided by compounded ED 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…
10y analysis · Full analysis span regression · 6 months rolling