-16.5%
AVTR vs IBN
+57.3%
-73.8%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.6% |
| 7D | +0.5% | +1.9% | -1.4% | 0.0% |
| 30D | -1.0% | +22.1% | -23.1% | -6.0% |
| 3M | +12.2% | +17.1% | -4.9% | +7.6% |
| 6M | +97.5% | +35.5% | +61.9% | +81.2% |
| YTD | +35.6% | +16.8% | +18.8% | +29.4% |
| 1Y | +32.8% | +12.4% | +20.4% | +27.9% |
| 3Y | -16.5% | +58.0% | -74.5% | -27.1% |
| All | -16.5% | +57.3% | -73.8% | -27.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling