-56.2%
AVTR vs S
-51.7%
-4.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | +0.5% | +2.0% | -1.5% | +0.1% |
| 30D | -1.0% | -2.7% | +1.7% | -0.8% |
| 3M | +12.2% | -6.9% | +19.1% | +12.6% |
| 6M | +97.5% | +38.1% | +59.4% | +84.4% |
| YTD | +35.6% | +48.0% | -12.4% | +24.3% |
| 1Y | +32.8% | +34.5% | -1.6% | +23.4% |
| 3Y | -16.5% | +38.3% | -54.8% | -25.0% |
| 5Y | -59.1% | -70.9% | +11.8% | -58.7% |
| All | -56.2% | -51.7% | -4.5% | -55.5% |
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