+7.7%
AVTR vs PODD
+41.5%
-33.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.6% |
| 7D | +3.2% | -4.4% | +7.5% | +4.5% |
| 30D | +0.5% | +8.1% | -7.6% | -2.2% |
| 3M | +12.1% | +2.9% | +9.2% | +10.6% |
| 6M | +91.2% | -5.7% | +96.9% | +91.2% |
| YTD | +36.3% | -47.5% | +83.8% | +62.4% |
| 1Y | +35.2% | -55.7% | +90.9% | +69.4% |
| 3Y | -15.8% | -3.7% | -12.1% | -22.1% |
| 5Y | -58.9% | -52.6% | -6.3% | -53.3% |
| All | +7.7% | +41.5% | -33.8% | -25.8% |
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