-27.1%
AVTR vs ET
+97.8%
-124.9%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | -2.0% | +1.4% | -3.4% | -2.4% |
| 30D | +8.1% | +4.6% | +3.5% | +6.7% |
| 3M | +54.2% | +16.0% | +38.2% | +47.8% |
| 6M | +82.6% | +22.8% | +59.8% | +71.3% |
| YTD | +29.8% | +38.9% | -9.0% | +16.5% |
| 1Y | +18.0% | +34.1% | -16.1% | +7.1% |
| All | -27.1% | +97.8% | -124.9% | -48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 ET 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