+7.2%
AVTR vs GRMN
+323.5%
-316.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | +0.1% |
| 7D | +0.5% | -0.9% | +1.3% | +1.0% |
| 30D | -1.0% | +1.2% | -2.2% | -1.9% |
| 3M | +12.2% | -8.9% | +21.1% | +17.7% |
| 6M | +97.5% | +23.0% | +74.5% | +74.4% |
| YTD | +35.6% | +41.2% | -5.6% | +9.6% |
| 1Y | +32.8% | +47.5% | -14.7% | +4.8% |
| 3Y | -16.5% | +155.8% | -172.2% | -54.2% |
| 5Y | -59.1% | +120.2% | -179.3% | -75.8% |
| All | +7.2% | +323.5% | -316.3% | -60.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling