+2.6%
AVTR vs HRB
+121.9%
-119.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.6% | -0.8% | -2.0% |
| 7D | +1.6% | -10.6% | +12.2% | +4.5% |
| 30D | +8.4% | -0.8% | +9.2% | +8.0% |
| 3M | +50.2% | +19.1% | +31.1% | +42.6% |
| 6M | +82.6% | +48.7% | +33.9% | +61.4% |
| YTD | +29.8% | +7.1% | +22.7% | +25.6% |
| 1Y | +16.0% | -8.3% | +24.3% | +17.0% |
| 3Y | -26.4% | +25.8% | -52.3% | -33.4% |
| 5Y | -64.5% | +111.1% | -175.6% | -73.3% |
| All | +2.6% | +121.9% | -119.3% | -27.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling