-59.2%
AVTR vs IBN
+74.4%
-133.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.2% |
| 7D | +0.5% | +11.1% | -10.6% | -3.2% |
| 30D | +1.5% | +23.9% | -22.3% | -6.1% |
| 3M | +14.2% | +16.3% | -2.1% | +8.0% |
| 6M | +97.4% | +34.2% | +63.1% | +76.3% |
| YTD | +37.3% | +17.6% | +19.7% | +28.6% |
| 1Y | +36.8% | +13.8% | +22.9% | +29.6% |
| 3Y | -15.2% | +57.0% | -72.3% | -31.9% |
| 5Y | -59.2% | +75.3% | -134.5% | -69.6% |
| All | -59.2% | +74.4% | -133.6% | -69.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling