+13.5%
AVTR vs IT
-24.5%
+38.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.6% | +3.2% | -0.5% |
| 7D | +2.7% | -6.0% | +8.7% | +3.9% |
| 30D | +12.1% | 0.0% | +12.0% | +11.9% |
| 3M | +57.2% | +13.1% | +44.2% | +52.8% |
| 6M | +73.1% | +11.7% | +61.4% | +67.8% |
| YTD | +30.6% | -26.1% | +56.7% | +40.3% |
| 1Y | +13.5% | -21.3% | +34.7% | +23.3% |
| All | +13.5% | -24.5% | +38.0% | +23.3% |
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