+13.8%
AVTR vs NYT
+17.8%
-4.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NYT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -0.9% | -0.6% |
| 7D | -1.1% | -0.6% | -0.5% | -0.9% |
| 30D | +6.3% | +4.6% | +1.7% | +5.2% |
| 3M | +53.3% | -9.6% | +62.9% | +56.9% |
| 6M | +78.6% | -14.0% | +92.7% | +84.8% |
| YTD | +29.2% | -2.8% | +32.1% | +29.9% |
| 1Y | +13.8% | +15.6% | -1.8% | -2.4% |
| All | +13.8% | +17.8% | -4.0% | -2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NYT.
Daily Out/Under-Performance
Portfolio return minus NYT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NYT 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 NYT 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