+7.4%
AVTR vs GEN
+207.4%
-200.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.7% | -2.8% | -2.4% |
| 7D | -0.1% | +1.0% | -1.1% | -0.5% |
| 30D | -0.6% | +29.1% | -29.7% | -9.0% |
| 3M | +13.4% | +2.9% | +10.5% | +11.0% |
| 6M | +87.4% | +33.6% | +53.7% | +66.7% |
| YTD | +35.9% | +12.0% | +23.8% | +27.8% |
| 1Y | +35.4% | +16.2% | +19.2% | +25.7% |
| 3Y | -16.1% | +65.1% | -81.2% | -30.9% |
| 5Y | -59.4% | +33.3% | -92.7% | -65.1% |
| All | +7.4% | +207.4% | -200.0% | -28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling