+3.2%
AVTR vs EXR
+72.8%
-69.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -0.9% |
| 7D | +2.7% | -2.6% | +5.2% | +3.8% |
| 30D | +12.1% | -7.2% | +19.2% | +15.5% |
| 3M | +57.2% | -3.5% | +60.7% | +59.5% |
| 6M | +73.1% | -5.3% | +78.4% | +76.7% |
| YTD | +30.6% | +9.4% | +21.3% | +25.4% |
| 1Y | +13.5% | +1.3% | +12.2% | +12.9% |
| 3Y | -31.0% | +22.4% | -53.4% | -37.3% |
| 5Y | -63.2% | -12.2% | -51.0% | -62.8% |
| All | +3.2% | +72.8% | -69.6% | -8.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling