-64.8%
AVTR vs HIG
+118.8%
-183.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | -2.0% | -2.3% | +0.2% | -1.1% |
| 30D | +8.1% | -1.2% | +9.3% | +8.5% |
| 3M | +54.2% | +6.3% | +47.9% | +49.8% |
| 6M | +82.6% | +0.6% | +82.0% | +80.9% |
| YTD | +29.8% | +0.6% | +29.2% | +28.3% |
| 1Y | +18.0% | +6.1% | +11.9% | +13.3% |
| 3Y | -26.4% | +102.0% | -128.4% | -48.8% |
| 5Y | -64.8% | +119.2% | -184.1% | -76.6% |
| All | -64.8% | +118.8% | -183.6% | -76.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling