-27.1%
AVTR vs LH
+63.5%
-90.6%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.3% | -1.7% |
| 7D | +1.6% | -3.2% | +4.8% | +3.6% |
| 30D | +8.4% | +0.1% | +8.2% | +8.3% |
| 3M | +50.2% | +18.6% | +31.5% | +34.7% |
| 6M | +82.6% | +17.9% | +64.6% | +64.1% |
| YTD | +29.8% | +28.9% | +0.9% | +9.6% |
| 1Y | +16.0% | +16.6% | -0.6% | +4.2% |
| All | -27.1% | +63.5% | -90.6% | -46.0% |
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