+35.4%
AVTR vs LTH
+85.5%
-50.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.1% | -3.3% | -2.5% |
| 7D | -0.1% | +6.4% | -6.5% | -2.1% |
| 30D | -0.6% | +16.7% | -17.4% | -5.4% |
| 3M | +13.4% | +11.7% | +1.7% | +9.1% |
| 6M | +87.4% | +48.5% | +38.9% | +63.0% |
| YTD | +35.9% | +78.4% | -42.5% | +9.1% |
| 1Y | +35.4% | +89.7% | -54.3% | +4.6% |
| All | +35.4% | +85.5% | -50.1% | +4.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling