-64.8%
AVTR vs EXR
-11.7%
-53.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.5% | +0.1% | -1.3% |
| 7D | +1.6% | -3.1% | +4.6% | +3.0% |
| 30D | +8.4% | -7.5% | +15.9% | +12.3% |
| 3M | +50.2% | -7.5% | +57.7% | +55.5% |
| 6M | +82.6% | -5.2% | +87.8% | +86.7% |
| YTD | +29.8% | +6.5% | +23.3% | +25.5% |
| 1Y | +16.0% | -2.0% | +18.0% | +16.9% |
| 3Y | -26.4% | +21.5% | -48.0% | -33.8% |
| All | -64.8% | -11.7% | -53.1% | -62.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling