+7.2%
AVTR vs MDY
+113.3%
-106.2%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.4% |
| 7D | +0.5% | +2.3% | -1.8% | -1.6% |
| 30D | -1.0% | +2.0% | -3.0% | -2.9% |
| 3M | +12.2% | -5.6% | +17.8% | +18.3% |
| 6M | +97.5% | +1.3% | +96.2% | +94.5% |
| YTD | +35.6% | +12.3% | +23.3% | +21.5% |
| 1Y | +32.8% | +15.8% | +17.0% | +15.9% |
| 3Y | -16.5% | +56.5% | -73.0% | -43.7% |
| 5Y | -59.1% | +35.1% | -94.3% | -68.8% |
| All | +7.2% | +113.3% | -106.2% | -46.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling