-27.7%
AVTR vs GEN
+61.9%
-89.6%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.7% | -0.6% |
| 7D | +2.7% | -1.2% | +3.9% | +3.2% |
| 30D | +12.1% | +10.1% | +1.9% | +8.0% |
| 3M | +57.2% | +16.1% | +41.2% | +48.3% |
| 6M | +73.1% | +38.9% | +34.2% | +50.6% |
| YTD | +30.6% | +14.4% | +16.2% | +23.3% |
| 1Y | +13.5% | +5.9% | +7.6% | +10.5% |
| All | -27.7% | +61.9% | -89.6% | -38.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling