-27.1%
AVTR vs HRB
+25.9%
-53.0%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.6% | -0.8% | -2.1% |
| 7D | +1.6% | -10.6% | +12.2% | +4.1% |
| 30D | +8.4% | -0.8% | +9.2% | +8.1% |
| 3M | +50.2% | +19.1% | +31.1% | +44.1% |
| 6M | +82.6% | +48.7% | +33.9% | +65.8% |
| YTD | +29.8% | +7.1% | +22.7% | +28.3% |
| 1Y | +16.0% | -8.3% | +24.3% | +19.3% |
| All | -27.1% | +25.9% | -53.0% | -31.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling