+4.4%
AVTR vs EXPD
+178.9%
-174.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.5% | +1.2% | -1.0% |
| 7D | -9.2% | -4.8% | -4.4% | -7.1% |
| 30D | -1.9% | -1.5% | -0.4% | -1.3% |
| 3M | +13.3% | +4.1% | +9.2% | +10.6% |
| 6M | +88.1% | +24.0% | +64.1% | +67.3% |
| YTD | +32.1% | +27.4% | +4.7% | +14.0% |
| 1Y | +30.7% | +38.4% | -7.6% | +7.7% |
| 3Y | -17.6% | +73.2% | -90.8% | -41.1% |
| 5Y | -60.3% | +59.9% | -120.2% | -71.0% |
| All | +4.4% | +178.9% | -174.5% | -49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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