+2.6%
AVTR vs GEN
+204.8%
-202.2%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.3% | -2.4% |
| 7D | +1.6% | -2.9% | +4.5% | +2.6% |
| 30D | +8.4% | +2.1% | +6.3% | +7.5% |
| 3M | +50.2% | +19.7% | +30.4% | +40.9% |
| 6M | +82.6% | +33.3% | +49.3% | +63.3% |
| YTD | +29.8% | +11.1% | +18.7% | +23.8% |
| 1Y | +16.0% | +3.0% | +13.0% | +13.6% |
| 3Y | -26.4% | +57.9% | -84.3% | -38.0% |
| 5Y | -64.5% | +20.6% | -85.1% | -68.2% |
| All | +2.6% | +204.8% | -202.2% | -30.6% |
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