+3.2%
AVTR vs IBN
+188.5%
-185.2%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.2% |
| 7D | +2.7% | +1.4% | +1.3% | +2.2% |
| 30D | +12.1% | -0.3% | +12.4% | +12.1% |
| 3M | +57.2% | +17.1% | +40.1% | +49.6% |
| 6M | +73.1% | +3.4% | +69.7% | +70.9% |
| YTD | +30.6% | +2.5% | +28.1% | +29.2% |
| 1Y | +13.5% | -4.2% | +17.7% | +14.2% |
| 3Y | -31.0% | +32.4% | -63.4% | -37.8% |
| 5Y | -63.2% | +59.2% | -122.4% | -68.9% |
| All | +3.2% | +188.5% | -185.2% | -20.3% |
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