-65.0%
AVTR vs HRB
+114.1%
-179.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.6% |
| 7D | -1.1% | -8.0% | +7.0% | +0.6% |
| 30D | +6.3% | -16.0% | +22.3% | +10.1% |
| 3M | +53.3% | +26.9% | +26.5% | +45.6% |
| 6M | +78.6% | +51.1% | +27.5% | +62.3% |
| YTD | +29.2% | +7.1% | +22.2% | +26.5% |
| 1Y | +13.8% | -9.6% | +23.5% | +15.4% |
| 3Y | -27.4% | +25.4% | -52.8% | -31.7% |
| All | -65.0% | +114.1% | -179.1% | -69.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling