-27.1%
AVTR vs IT
-52.2%
+25.1%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.7% | -0.7% | -2.0% |
| 7D | +1.6% | -9.1% | +10.7% | +3.8% |
| 30D | +8.4% | -12.2% | +20.5% | +11.5% |
| 3M | +50.2% | +7.8% | +42.3% | +45.7% |
| 6M | +82.6% | +2.0% | +80.6% | +78.7% |
| YTD | +29.8% | -32.7% | +62.6% | +42.3% |
| 1Y | +16.0% | -31.1% | +47.1% | +25.5% |
| All | -27.1% | -52.2% | +25.1% | -4.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling