-65.0%
AVTR vs GNRC
-58.7%
-6.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.9% | -3.4% | -1.1% |
| 7D | -1.1% | -0.2% | -0.9% | -1.0% |
| 30D | +6.3% | -15.7% | +22.0% | +10.2% |
| 3M | +53.3% | -27.3% | +80.6% | +62.7% |
| 6M | +78.6% | -12.1% | +90.7% | +79.7% |
| YTD | +29.2% | +37.1% | -7.9% | +14.2% |
| 1Y | +13.8% | -0.5% | +14.3% | +9.3% |
| 3Y | -27.4% | +61.5% | -89.0% | -39.7% |
| All | -65.0% | -58.7% | -6.3% | -62.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling