+9.7%
AVTR vs GEN
+205.2%
-195.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | +1.9% | -0.3% | +2.2% | +2.0% |
| 30D | +1.5% | +28.2% | -26.6% | -6.8% |
| 3M | +17.1% | +2.6% | +14.5% | +14.7% |
| 6M | +91.5% | +32.7% | +58.8% | +70.7% |
| YTD | +38.8% | +11.3% | +27.6% | +30.9% |
| 1Y | +37.7% | +17.9% | +19.8% | +27.2% |
| 3Y | -13.5% | +66.3% | -79.8% | -28.9% |
| 5Y | -59.3% | +31.7% | -91.0% | -64.9% |
| All | +9.7% | +205.2% | -195.5% | -26.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling