+18.0%
AVTR vs LEN
-42.7%
+60.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.5% | +3.5% | +1.4% |
| 7D | -2.0% | -7.8% | +5.7% | +1.1% |
| 30D | +8.1% | -11.0% | +19.1% | +13.1% |
| 3M | +54.2% | -12.8% | +67.0% | +61.9% |
| 6M | +82.6% | -20.2% | +102.8% | +98.8% |
| YTD | +29.8% | -23.0% | +52.9% | +39.5% |
| 1Y | +18.0% | -41.8% | +59.8% | +59.5% |
| All | +18.0% | -42.7% | +60.7% | +59.5% |
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