-25.3%
AVTR vs IBN
+28.0%
-53.3%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.5% | +4.4% | +2.6% |
| 7D | +7.4% | -2.2% | +9.6% | +8.0% |
| 30D | +12.2% | -2.3% | +14.5% | +12.9% |
| 3M | +57.4% | +15.9% | +41.5% | +50.3% |
| 6M | +86.7% | +5.6% | +81.1% | +82.9% |
| YTD | +33.1% | -0.1% | +33.1% | +32.3% |
| 1Y | +16.1% | -6.5% | +22.7% | +17.1% |
| All | -25.3% | +28.0% | -53.3% | -32.4% |
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 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