+7.2%
AVTR vs IBN
+228.7%
-221.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.6% |
| 7D | +0.5% | +1.9% | -1.4% | -0.1% |
| 30D | -1.0% | +22.1% | -23.1% | -6.9% |
| 3M | +12.2% | +17.1% | -4.9% | +6.8% |
| 6M | +97.5% | +35.5% | +61.9% | +79.5% |
| YTD | +35.6% | +16.8% | +18.8% | +28.7% |
| 1Y | +32.8% | +12.4% | +20.4% | +27.5% |
| 3Y | -16.5% | +58.0% | -74.5% | -28.7% |
| 5Y | -59.1% | +73.7% | -132.9% | -66.4% |
| All | +7.2% | +228.7% | -221.5% | -20.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling