+18.0%
AVTR vs HRB
-8.2%
+26.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.1% |
| 7D | -2.0% | -12.2% | +10.1% | +0.4% |
| 30D | +8.1% | -3.0% | +11.0% | +8.3% |
| 3M | +54.2% | +21.7% | +32.5% | +49.2% |
| 6M | +82.6% | +52.3% | +30.3% | +69.9% |
| YTD | +29.8% | +6.5% | +23.4% | +31.7% |
| 1Y | +18.0% | -6.7% | +24.7% | +22.5% |
| All | +18.0% | -8.2% | +26.3% | +22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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