+13.5%
AVTR vs GPC
+0.2%
+13.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.8% | -1.6% |
| 7D | +2.7% | +0.4% | +2.3% | +2.5% |
| 30D | +12.1% | +5.1% | +6.9% | +9.7% |
| 3M | +57.2% | +41.5% | +15.7% | +33.9% |
| 6M | +73.1% | +21.8% | +51.3% | +57.3% |
| YTD | +30.6% | +14.6% | +16.1% | +9.4% |
| 1Y | +13.5% | +1.3% | +12.2% | +7.7% |
| All | +13.5% | +0.2% | +13.3% | +7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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