+35.1%
AVTR vs IT
-17.9%
+53.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.1% | +0.1% |
| 7D | -6.2% | -5.5% | -0.8% | -5.6% |
| 30D | -1.0% | +10.3% | -11.4% | -3.4% |
| 3M | +14.4% | +11.5% | +2.9% | +11.0% |
| 6M | +95.9% | +40.3% | +55.6% | +80.2% |
| YTD | +36.6% | -17.9% | +54.4% | +46.6% |
| 1Y | +35.1% | -8.8% | +43.9% | +36.8% |
| All | +35.1% | -17.9% | +53.0% | +36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 1y: compounded portfolio wealth divided by compounded IT 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…
1y analysis · Full analysis span regression · 6 months rolling