-64.4%
AVTR vs GPC
+30.9%
-95.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.6% | -2.0% |
| 7D | +2.7% | +1.2% | +1.5% | +2.1% |
| 30D | +12.1% | +6.0% | +6.1% | +9.1% |
| 3M | +57.2% | +42.6% | +14.6% | +32.5% |
| 6M | +73.1% | +22.8% | +50.3% | +56.2% |
| YTD | +30.6% | +15.5% | +15.2% | +19.5% |
| 1Y | +13.5% | +2.0% | +11.4% | +10.5% |
| 3Y | -31.0% | -1.4% | -29.6% | -34.2% |
| All | -64.4% | +30.9% | -95.3% | -71.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling