-64.5%
AVTR vs LEN
-10.6%
-53.9%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.5% | -2.9% | -2.6% |
| 7D | +1.6% | -3.4% | +4.9% | +3.0% |
| 30D | +8.4% | -5.7% | +14.0% | +10.8% |
| 3M | +50.2% | -12.2% | +62.4% | +57.4% |
| 6M | +82.6% | -18.3% | +100.9% | +96.5% |
| YTD | +29.8% | -20.2% | +50.0% | +40.1% |
| 1Y | +16.0% | -40.1% | +56.0% | +41.7% |
| 3Y | -26.4% | -26.2% | -0.3% | -19.5% |
| 5Y | -64.5% | -9.8% | -54.6% | -65.0% |
| All | -64.5% | -10.6% | -53.9% | -65.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling