+35.1%
AVTR vs GNRC
+17.5%
+17.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -9.5% | +9.9% | +0.5% |
| 7D | -6.2% | -6.0% | -0.3% | -6.2% |
| 30D | -1.0% | -12.0% | +11.0% | -0.8% |
| 3M | +14.4% | -13.4% | +27.8% | +14.5% |
| 6M | +95.9% | -26.4% | +122.2% | +96.1% |
| YTD | +36.6% | +38.8% | -2.3% | +25.9% |
| 1Y | +35.1% | +20.9% | +14.2% | +30.7% |
| All | +35.1% | +17.5% | +17.6% | +30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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