+18.9%
AVTR vs EXR
-0.3%
+19.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.1% | +1.9% | +1.9% |
| 7D | +7.4% | -0.7% | +8.1% | +7.9% |
| 30D | +12.2% | -6.9% | +19.2% | +17.5% |
| 3M | +57.4% | -3.0% | +60.4% | +60.4% |
| 6M | +86.7% | -2.9% | +89.6% | +90.0% |
| YTD | +33.1% | +9.3% | +23.8% | +17.1% |
| All | +18.9% | -0.3% | +19.2% | +25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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