-13.5%
AVTR vs ED
+47.4%
-60.9%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.1% | +3.0% | +2.8% |
| 7D | +1.9% | -0.1% | +2.0% | +1.9% |
| 30D | +1.5% | +11.6% | -10.1% | +2.2% |
| 3M | +17.1% | +10.5% | +6.5% | +17.8% |
| 6M | +91.5% | +13.2% | +78.2% | +93.3% |
| YTD | +38.8% | +22.1% | +16.7% | +39.7% |
| 1Y | +37.7% | +24.2% | +13.6% | +38.5% |
| 3Y | -13.5% | +46.9% | -60.4% | -18.1% |
| All | -13.5% | +47.4% | -60.9% | -18.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling