-27.1%
AVTR vs GRMN
+179.1%
-206.2%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.3% | -1.2% | -1.8% |
| 7D | +1.6% | -1.4% | +3.0% | +2.3% |
| 30D | +8.4% | -13.1% | +21.5% | +15.9% |
| 3M | +50.2% | +14.9% | +35.2% | +40.7% |
| 6M | +82.6% | +13.1% | +69.5% | +71.9% |
| YTD | +29.8% | +35.3% | -5.4% | +12.1% |
| 1Y | +16.0% | +16.0% | 0.0% | +8.9% |
| All | -27.1% | +179.1% | -206.2% | -44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 3y: compounded portfolio wealth divided by compounded GRMN 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…
3y analysis · Full analysis span regression · 6 months rolling