+5.2%
AVTR vs ET
+172.9%
-167.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.8% | +1.9% |
| 7D | +7.4% | +0.4% | +7.0% | +7.2% |
| 30D | +12.2% | +6.9% | +5.4% | +9.6% |
| 3M | +57.4% | +13.1% | +44.3% | +50.4% |
| 6M | +86.7% | +18.7% | +67.9% | +74.9% |
| YTD | +33.1% | +37.4% | -4.4% | +18.1% |
| 1Y | +16.1% | +34.8% | -18.7% | +3.5% |
| 3Y | -24.6% | +96.8% | -121.4% | -42.1% |
| 5Y | -63.5% | +238.2% | -301.7% | -77.4% |
| All | +5.2% | +172.9% | -167.7% | -39.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling