+2.1%
AVTR vs IBN
+179.8%
-177.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.9% | -2.3% | -1.0% |
| 7D | -1.1% | -3.0% | +1.9% | -0.2% |
| 30D | +6.3% | -1.5% | +7.8% | +6.8% |
| 3M | +53.3% | +7.9% | +45.4% | +49.6% |
| 6M | +78.6% | +8.6% | +70.0% | +73.8% |
| YTD | +29.2% | -0.6% | +29.8% | +28.9% |
| 1Y | +13.8% | -7.3% | +21.2% | +15.7% |
| 3Y | -27.4% | +26.2% | -53.6% | -33.6% |
| 5Y | -65.0% | +57.8% | -122.8% | -70.3% |
| All | +2.1% | +179.8% | -177.7% | -20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling