+2.6%
AVTR vs PSLV
+324.2%
-321.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.4% | -4.8% | -2.8% |
| 7D | +1.6% | +3.3% | -1.8% | +1.1% |
| 30D | +8.4% | +2.1% | +6.2% | +8.0% |
| 3M | +50.2% | +7.1% | +43.0% | +48.3% |
| 6M | +82.6% | -21.6% | +104.2% | +87.5% |
| YTD | +29.8% | -6.7% | +36.6% | +25.7% |
| 1Y | +16.0% | +59.3% | -43.3% | +0.5% |
| 3Y | -26.4% | +182.1% | -208.5% | -44.7% |
| 5Y | -64.5% | +162.6% | -227.1% | -73.3% |
| All | +2.6% | +324.2% | -321.6% | -32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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