+32.8%
AVTR vs GEN
+14.8%
+18.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.4% | -2.9% | -0.9% |
| 7D | +0.5% | +2.0% | -1.6% | +0.1% |
| 30D | -1.0% | +27.7% | -28.8% | -6.0% |
| 3M | +12.2% | +3.3% | +8.9% | +12.6% |
| 6M | +97.5% | +31.8% | +65.7% | +82.8% |
| YTD | +35.6% | +13.5% | +22.1% | +36.9% |
| 1Y | +32.8% | +16.0% | +16.8% | +30.9% |
| All | +32.8% | +14.8% | +18.0% | +30.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling