+2.6%
AVTR vs IT
+11.3%
-8.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.2% |
| 7D | -2.0% | -12.7% | +10.7% | +3.1% |
| 30D | +8.1% | -8.9% | +17.0% | +11.6% |
| 3M | +54.2% | +10.1% | +44.1% | +44.5% |
| 6M | +82.6% | +7.3% | +75.3% | +71.0% |
| YTD | +29.8% | -32.4% | +62.2% | +46.9% |
| 1Y | +18.0% | -26.6% | +44.6% | +27.6% |
| 3Y | -26.4% | -51.8% | +25.4% | -6.7% |
| 5Y | -64.8% | -45.6% | -19.2% | -59.2% |
| All | +2.6% | +11.3% | -8.7% | -35.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling