+35.1%
AVTR vs SBAC
+2.4%
+32.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +5.8% | -5.5% | -0.3% |
| 7D | -6.2% | +5.8% | -12.0% | -6.9% |
| 30D | -1.0% | +20.8% | -21.8% | -3.5% |
| 3M | +14.4% | +4.8% | +9.6% | +13.8% |
| 6M | +95.9% | -9.1% | +105.0% | +93.7% |
| YTD | +36.6% | +3.1% | +33.5% | +32.3% |
| 1Y | +35.1% | +2.2% | +33.0% | +31.2% |
| All | +35.1% | +2.4% | +32.8% | +31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 1y: compounded portfolio wealth divided by compounded SBAC 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…
1y analysis · Full analysis span regression · 6 months rolling