+13.8%
AVTR vs HIG
+5.5%
+8.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.1% | -0.5% |
| 7D | -1.1% | -1.5% | +0.4% | -1.1% |
| 30D | +6.3% | -0.4% | +6.7% | +6.3% |
| 3M | +53.3% | +6.7% | +46.6% | +54.7% |
| 6M | +78.6% | +2.0% | +76.7% | +79.9% |
| YTD | +29.2% | +0.3% | +28.9% | +29.7% |
| 1Y | +13.8% | +4.2% | +9.6% | +13.9% |
| All | +13.8% | +5.5% | +8.3% | +13.9% |
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