+7.2%
AVTR vs PODD
+44.6%
-37.4%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.1% | -2.6% | -1.2% |
| 7D | +0.5% | +4.1% | -3.6% | -0.7% |
| 30D | -1.0% | +13.9% | -14.9% | -5.1% |
| 3M | +12.2% | +4.1% | +8.1% | +10.3% |
| 6M | +97.5% | +2.4% | +95.0% | +92.5% |
| YTD | +35.6% | -46.4% | +82.0% | +60.5% |
| 1Y | +32.8% | -54.2% | +87.0% | +64.7% |
| 3Y | -16.5% | -6.9% | -9.6% | -21.6% |
| 5Y | -59.1% | -51.6% | -7.6% | -53.8% |
| All | +7.2% | +44.6% | -37.4% | -26.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling