+3.2%
AVTR vs LH
+146.0%
-142.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | -0.1% | -0.6% |
| 7D | +2.7% | -2.5% | +5.1% | +4.3% |
| 30D | +12.1% | +4.3% | +7.7% | +9.2% |
| 3M | +57.2% | +25.5% | +31.7% | +35.8% |
| 6M | +73.1% | +17.0% | +56.1% | +56.3% |
| YTD | +30.6% | +31.3% | -0.6% | +9.2% |
| 1Y | +13.5% | +20.0% | -6.5% | +0.5% |
| 3Y | -31.0% | +63.9% | -94.9% | -50.1% |
| 5Y | -63.2% | +30.9% | -94.1% | -70.0% |
| All | +3.2% | +146.0% | -142.7% | -48.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling