+3.2%
AVTR vs PODD
+39.8%
-36.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.1% | +0.6% | -0.8% |
| 7D | +2.7% | +1.6% | +1.1% | +2.2% |
| 30D | +12.1% | +10.7% | +1.4% | +8.5% |
| 3M | +57.2% | +0.7% | +56.5% | +55.0% |
| 6M | +73.1% | -39.3% | +112.3% | +97.7% |
| YTD | +30.6% | -48.1% | +78.7% | +56.8% |
| 1Y | +13.5% | -57.4% | +70.9% | +44.5% |
| 3Y | -31.0% | -23.3% | -7.8% | -31.2% |
| 5Y | -63.2% | -51.3% | -12.0% | -58.7% |
| All | +3.2% | +39.8% | -36.6% | -28.4% |
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 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