+2.1%
AVTR vs MDY
+114.7%
-112.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -1.2% |
| 7D | -1.1% | -1.9% | +0.8% | +0.7% |
| 30D | +6.3% | -4.6% | +11.0% | +11.1% |
| 3M | +53.3% | -1.2% | +54.5% | +54.8% |
| 6M | +78.6% | +9.2% | +69.4% | +64.3% |
| YTD | +29.2% | +13.1% | +16.2% | +15.3% |
| 1Y | +13.8% | +13.0% | +0.8% | +2.0% |
| 3Y | -27.4% | +49.2% | -76.7% | -48.9% |
| 5Y | -65.0% | +47.2% | -112.3% | -75.3% |
| All | +2.1% | +114.7% | -112.6% | -49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 10y: compounded portfolio wealth divided by compounded MDY 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…
10y analysis · Full analysis span regression · 6 months rolling