+18.0%
AVTR vs ESI
+34.0%
-16.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.5% | +4.5% | +0.9% |
| 7D | -2.0% | -2.3% | +0.3% | -1.6% |
| 30D | +8.1% | -9.0% | +17.1% | +10.0% |
| 3M | +54.2% | -13.3% | +67.5% | +55.8% |
| 6M | +82.6% | +5.3% | +77.3% | +66.8% |
| YTD | +29.8% | +37.6% | -7.8% | +1.0% |
| 1Y | +18.0% | +33.6% | -15.6% | -6.7% |
| All | +18.0% | +34.0% | -16.0% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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