+32.8%
AVTR vs LEN
-30.4%
+63.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +0.5% | -5.8% | +6.2% | +1.8% |
| 30D | -1.0% | +13.7% | -14.7% | -4.7% |
| 3M | +12.2% | -3.9% | +16.1% | +13.2% |
| 6M | +97.5% | -0.4% | +97.8% | +95.8% |
| YTD | +35.6% | -16.8% | +52.4% | +38.9% |
| 1Y | +32.8% | -29.5% | +62.3% | +48.8% |
| All | +32.8% | -30.4% | +63.2% | +48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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