-58.1%
AVTR vs S
-57.7%
-0.4%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.5% | -2.4% |
| 7D | +1.6% | -1.2% | +2.8% | +1.8% |
| 30D | +8.4% | -12.6% | +20.9% | +10.4% |
| 3M | +50.2% | +27.6% | +22.6% | +43.3% |
| 6M | +82.6% | +35.5% | +47.1% | +71.2% |
| YTD | +29.8% | +29.6% | +0.2% | +22.4% |
| 1Y | +16.0% | +8.1% | +7.9% | +12.6% |
| 3Y | -26.4% | +14.8% | -41.2% | -31.6% |
| 5Y | -64.5% | -70.6% | +6.1% | -63.4% |
| All | -58.1% | -57.7% | -0.4% | -56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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