+2.6%
AVTR vs PODD
+27.7%
-25.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.3% | +2.3% | +0.7% |
| 7D | -2.0% | -10.6% | +8.5% | +1.3% |
| 30D | +8.1% | -6.9% | +15.0% | +10.2% |
| 3M | +54.2% | -10.6% | +64.8% | +57.7% |
| 6M | +82.6% | -43.5% | +126.0% | +112.9% |
| YTD | +29.8% | -52.6% | +82.5% | +60.1% |
| 1Y | +18.0% | -60.1% | +78.1% | +53.1% |
| 3Y | -26.4% | -21.7% | -4.8% | -27.6% |
| 5Y | -64.8% | -54.6% | -10.3% | -59.8% |
| All | +2.6% | +27.7% | -25.1% | -26.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling