-15.5%
AVTR vs IT
-53.1%
+37.6%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.2% | -1.1% | +0.5% |
| 7D | +0.5% | -6.8% | +7.4% | +2.1% |
| 30D | +1.5% | -0.6% | +2.1% | +0.9% |
| 3M | +14.2% | +3.1% | +11.2% | +11.9% |
| 6M | +97.4% | +25.5% | +71.9% | +81.6% |
| YTD | +37.3% | -23.5% | +60.8% | +45.0% |
| 1Y | +36.8% | -16.6% | +53.4% | +40.5% |
| All | -15.5% | -53.1% | +37.6% | +15.3% |
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 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