+16.1%
AVTR vs IWD
+28.8%
-12.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.8% | +2.7% | +3.1% |
| 7D | +7.4% | -0.2% | +7.6% | +7.7% |
| 30D | +12.2% | -0.8% | +13.0% | +13.5% |
| 3M | +57.4% | +8.0% | +49.3% | +38.2% |
| 6M | +86.7% | +18.2% | +68.5% | +40.1% |
| YTD | +33.1% | +22.3% | +10.7% | -7.5% |
| 1Y | +16.1% | +28.9% | -12.7% | -29.3% |
| All | +16.1% | +28.8% | -12.6% | -29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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