-63.5%
AVTR vs GEN
+22.3%
-85.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.7% | +4.6% | +2.9% |
| 7D | +7.4% | -0.7% | +8.1% | +7.7% |
| 30D | +12.2% | +2.6% | +9.6% | +11.0% |
| 3M | +57.4% | +15.8% | +41.6% | +48.9% |
| 6M | +86.7% | +33.1% | +53.5% | +65.9% |
| YTD | +33.1% | +11.3% | +21.8% | +26.6% |
| 1Y | +16.1% | +1.7% | +14.5% | +14.3% |
| 3Y | -24.6% | +58.1% | -82.8% | -36.8% |
| 5Y | -63.5% | +20.6% | -84.1% | -68.2% |
| All | -63.5% | +22.3% | -85.8% | -68.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling