-16.5%
AVTR vs HRB
+22.6%
-39.0%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | -0.2% |
| 7D | +0.5% | -5.1% | +5.5% | +1.5% |
| 30D | -1.0% | +8.7% | -9.7% | -3.1% |
| 3M | +12.2% | -5.4% | +17.6% | +13.1% |
| 6M | +97.5% | +41.6% | +55.9% | +81.9% |
| YTD | +35.6% | +18.7% | +16.9% | +30.7% |
| 1Y | +32.8% | +16.4% | +16.4% | +28.6% |
| 3Y | -16.5% | +22.0% | -38.5% | -20.3% |
| All | -16.5% | +22.6% | -39.0% | -20.3% |
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