+18.0%
AVTR vs LH
+11.8%
+6.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.4% | +4.4% | +2.3% |
| 7D | -2.0% | -7.4% | +5.4% | +2.0% |
| 30D | +8.1% | -4.6% | +12.7% | +10.7% |
| 3M | +54.2% | +14.5% | +39.7% | +41.4% |
| 6M | +82.6% | +14.8% | +67.8% | +66.8% |
| YTD | +29.8% | +23.3% | +6.6% | +11.5% |
| 1Y | +18.0% | +13.6% | +4.4% | +7.1% |
| All | +18.0% | +11.8% | +6.2% | +7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LH.
Daily Out/Under-Performance
Portfolio return minus LH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LH 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 LH 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