-64.5%
AVTR vs HBM
+392.2%
-456.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -2.3% |
| 7D | +1.6% | +5.5% | -3.9% | +0.7% |
| 30D | +8.4% | +3.3% | +5.1% | +7.7% |
| 3M | +50.2% | +12.7% | +37.5% | +46.2% |
| 6M | +82.6% | +28.2% | +54.4% | +72.9% |
| YTD | +29.8% | +45.3% | -15.5% | +19.4% |
| 1Y | +16.0% | +121.7% | -105.7% | -1.4% |
| 3Y | -26.4% | +523.5% | -550.0% | -49.5% |
| 5Y | -64.5% | +393.9% | -458.4% | -74.5% |
| All | -64.5% | +392.2% | -456.7% | -74.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling