+2.6%
AVTR vs SAN
+293.4%
-290.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.2% | -2.1% |
| 7D | +1.6% | -0.5% | +2.0% | +1.7% |
| 30D | +8.4% | -0.1% | +8.4% | +8.4% |
| 3M | +50.2% | +19.6% | +30.5% | +41.6% |
| 6M | +82.6% | +32.7% | +49.9% | +66.5% |
| YTD | +29.8% | +26.7% | +3.2% | +19.7% |
| 1Y | +16.0% | +51.6% | -35.7% | +1.0% |
| 3Y | -26.4% | +348.7% | -375.2% | -54.7% |
| 5Y | -64.5% | +378.7% | -443.2% | -79.3% |
| All | +2.6% | +293.4% | -290.8% | -39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 SAN 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