-16.5%
AVTR vs LH
+86.5%
-103.0%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.2% |
| 7D | +0.5% | +1.1% | -0.6% | -0.1% |
| 30D | -1.0% | +16.7% | -17.8% | -9.6% |
| 3M | +12.2% | +15.1% | -2.9% | +3.2% |
| 6M | +97.5% | +46.3% | +51.1% | +55.9% |
| YTD | +35.6% | +48.8% | -13.2% | +5.1% |
| 1Y | +32.8% | +39.7% | -6.9% | +7.4% |
| 3Y | -16.5% | +87.0% | -103.5% | -44.2% |
| All | -16.5% | +86.5% | -103.0% | -44.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling