-27.1%
AVTR vs MDY
+48.7%
-75.8%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.1% | -1.4% | -1.3% |
| 7D | +1.6% | -0.8% | +2.3% | +2.5% |
| 30D | +8.4% | -3.9% | +12.2% | +13.1% |
| 3M | +50.2% | 0.0% | +50.2% | +49.7% |
| 6M | +82.6% | +8.5% | +74.0% | +66.0% |
| YTD | +29.8% | +13.2% | +16.6% | +12.9% |
| 1Y | +16.0% | +15.0% | +1.0% | -0.4% |
| All | -27.1% | +48.7% | -75.8% | -51.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling