-15.3%
AVTR vs LTH
+268.4%
-283.7%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.3% | +3.5% | +2.5% |
| 7D | -3.6% | +4.5% | -8.1% | -4.7% |
| 30D | +0.8% | +16.3% | -15.6% | -3.1% |
| 3M | +17.4% | +8.4% | +9.0% | +14.6% |
| 6M | +83.5% | +40.3% | +43.2% | +67.6% |
| YTD | +35.0% | +77.3% | -42.3% | +15.8% |
| 1Y | +36.7% | +88.0% | -51.3% | +15.7% |
| 3Y | -15.3% | +274.3% | -289.6% | -36.0% |
| All | -15.3% | +268.4% | -283.7% | -36.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling