-25.3%
AVTR vs HBM
+510.3%
-535.6%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +5.8% | -3.9% | +1.0% |
| 7D | +7.4% | +7.4% | 0.0% | +6.2% |
| 30D | +12.2% | +5.1% | +7.2% | +11.3% |
| 3M | +57.4% | +11.1% | +46.3% | +53.6% |
| 6M | +86.7% | +30.2% | +56.4% | +76.6% |
| YTD | +33.1% | +46.2% | -13.1% | +22.2% |
| 1Y | +16.1% | +120.0% | -103.9% | -1.4% |
| All | -25.3% | +510.3% | -535.6% | -50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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