+3.2%
AVTR vs GEN
+214.0%
-210.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.7% | -0.7% |
| 7D | +2.7% | -1.2% | +3.9% | +3.1% |
| 30D | +12.1% | +10.1% | +1.9% | +8.3% |
| 3M | +57.2% | +16.1% | +41.2% | +49.1% |
| 6M | +73.1% | +38.9% | +34.2% | +52.6% |
| YTD | +30.6% | +14.4% | +16.2% | +23.3% |
| 1Y | +13.5% | +5.9% | +7.6% | +10.2% |
| 3Y | -31.0% | +58.8% | -89.8% | -42.0% |
| 5Y | -63.2% | +24.7% | -87.9% | -67.5% |
| All | +3.2% | +214.0% | -210.7% | -30.8% |
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