+13.5%
AVTR vs HIG
+5.1%
+8.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.3% | -1.4% |
| 7D | +2.7% | +0.3% | +2.4% | +2.7% |
| 30D | +12.1% | -3.2% | +15.3% | +12.2% |
| 3M | +57.2% | +9.1% | +48.1% | +58.2% |
| 6M | +73.1% | -1.8% | +74.8% | +75.0% |
| YTD | +30.6% | +1.8% | +28.9% | +31.1% |
| 1Y | +13.5% | +4.6% | +8.9% | +14.1% |
| All | +13.5% | +5.1% | +8.4% | +14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 1y: compounded portfolio wealth divided by compounded HIG 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…
1y analysis · Full analysis span regression · 6 months rolling