+3.2%
AVTR vs GRMN
+312.9%
-309.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.4% | -1.4% |
| 7D | +2.7% | -2.9% | +5.5% | +4.4% |
| 30D | +12.1% | -8.4% | +20.5% | +17.8% |
| 3M | +57.2% | +15.0% | +42.2% | +45.1% |
| 6M | +73.1% | +11.2% | +61.9% | +61.9% |
| YTD | +30.6% | +37.7% | -7.1% | +7.7% |
| 1Y | +13.5% | +18.5% | -5.0% | +3.5% |
| 3Y | -31.0% | +175.8% | -206.8% | -64.0% |
| 5Y | -63.2% | +75.1% | -138.3% | -74.6% |
| All | +3.2% | +312.9% | -309.6% | -61.0% |
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