-64.5%
AVTR vs PODD
-54.3%
-10.2%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.1% | +0.6% | -1.7% |
| 7D | +1.6% | -6.9% | +8.5% | +3.3% |
| 30D | +8.4% | -3.5% | +11.8% | +9.1% |
| 3M | +50.2% | -13.6% | +63.7% | +54.1% |
| 6M | +82.6% | -42.6% | +125.2% | +105.5% |
| YTD | +29.8% | -51.5% | +81.3% | +52.3% |
| 1Y | +16.0% | -60.9% | +76.9% | +43.2% |
| 3Y | -26.4% | -19.8% | -6.7% | -27.1% |
| 5Y | -64.5% | -54.4% | -10.1% | -59.4% |
| All | -64.5% | -54.3% | -10.2% | -59.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling