+2.6%
AVTR vs MOH
+54.9%
-52.2%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.2% | -3.2% | -0.7% |
| 7D | -2.0% | -1.3% | -0.7% | -1.8% |
| 30D | +8.1% | +3.0% | +5.1% | +7.2% |
| 3M | +54.2% | +1.2% | +53.0% | +52.7% |
| 6M | +82.6% | +41.7% | +40.9% | +65.7% |
| YTD | +29.8% | +15.4% | +14.4% | +21.3% |
| 1Y | +18.0% | +11.8% | +6.2% | +10.1% |
| 3Y | -26.4% | -37.5% | +11.1% | -23.4% |
| 5Y | -64.8% | -20.6% | -44.2% | -67.1% |
| All | +2.6% | +54.9% | -52.2% | -28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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