-58.9%
AVTR vs GRMN
+119.4%
-178.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.6% | +1.9% | +0.7% |
| 7D | +3.2% | -0.1% | +3.2% | +3.2% |
| 30D | +0.5% | +3.5% | -3.1% | -1.6% |
| 3M | +12.1% | -7.3% | +19.5% | +16.2% |
| 6M | +91.2% | +21.8% | +69.4% | +71.7% |
| YTD | +36.3% | +42.8% | -6.5% | +11.8% |
| 1Y | +35.2% | +46.5% | -11.2% | +9.5% |
| 3Y | -15.8% | +158.3% | -174.1% | -50.1% |
| 5Y | -58.9% | +122.6% | -181.6% | -74.6% |
| All | -58.9% | +119.4% | -178.4% | -74.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling