+7.4%
AVTR vs MLM
+155.3%
-148.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.9% |
| 7D | -0.1% | -2.9% | +2.7% | +1.2% |
| 30D | -0.6% | +10.4% | -11.1% | -5.6% |
| 3M | +13.4% | -3.7% | +17.1% | +14.9% |
| 6M | +87.4% | -10.3% | +97.6% | +95.4% |
| YTD | +35.9% | -14.8% | +50.7% | +45.5% |
| 1Y | +35.4% | -13.9% | +49.3% | +44.2% |
| 3Y | -16.1% | +18.4% | -34.5% | -24.2% |
| 5Y | -59.4% | +31.8% | -91.2% | -66.0% |
| All | +7.4% | +155.3% | -148.0% | -36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 MLM 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