+13.5%
AVTR vs NTRS
+46.5%
-33.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.3% |
| 7D | +2.7% | -0.1% | +2.8% | +2.7% |
| 30D | +12.1% | +1.2% | +10.8% | +11.3% |
| 3M | +57.2% | +8.3% | +48.9% | +50.9% |
| 6M | +73.1% | +30.0% | +43.1% | +50.1% |
| YTD | +30.6% | +38.0% | -7.4% | +10.9% |
| 1Y | +13.5% | +47.4% | -33.9% | -7.0% |
| All | +13.5% | +46.5% | -33.0% | -7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 1y: compounded portfolio wealth divided by compounded NTRS 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…
1y analysis · Full analysis span regression · 6 months rolling