+13.5%
AVTR vs PODD
-57.0%
+70.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.1% | +0.6% | -1.0% |
| 7D | +2.7% | +1.6% | +1.1% | +2.4% |
| 30D | +12.1% | +10.7% | +1.4% | +9.8% |
| 3M | +57.2% | +0.7% | +56.5% | +56.3% |
| 6M | +73.1% | -39.3% | +112.3% | +96.1% |
| YTD | +30.6% | -48.1% | +78.7% | +55.6% |
| 1Y | +13.5% | -57.4% | +70.9% | +40.4% |
| All | +13.5% | -57.0% | +70.5% | +40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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