-27.7%
AVTR vs IBB
+68.6%
-96.3%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.6% | -0.7% |
| 7D | +2.7% | +1.4% | +1.3% | +1.4% |
| 30D | +12.1% | +10.5% | +1.6% | +1.8% |
| 3M | +57.2% | +23.6% | +33.6% | +28.0% |
| 6M | +73.1% | +22.6% | +50.4% | +42.0% |
| YTD | +30.6% | +25.7% | +5.0% | +4.4% |
| 1Y | +13.5% | +51.4% | -37.9% | -24.5% |
| All | -27.7% | +68.6% | -96.3% | -57.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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