-24.6%
AVTR vs LTH
+159.1%
-183.7%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.8% | +3.6% | +2.3% |
| 7D | +7.4% | +1.5% | +5.9% | +7.0% |
| 30D | +12.2% | -3.1% | +15.3% | +12.9% |
| 3M | +57.4% | +28.1% | +29.3% | +47.6% |
| 6M | +86.7% | +67.4% | +19.3% | +62.9% |
| YTD | +33.1% | +59.8% | -26.7% | +17.5% |
| 1Y | +16.1% | +45.6% | -29.4% | +4.6% |
| 3Y | -24.6% | +162.0% | -186.6% | -41.5% |
| All | -24.6% | +159.1% | -183.7% | -41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded LTH 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling