-63.5%
AVTR vs SBAC
-43.9%
-19.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +2.0% |
| 7D | +7.4% | -0.1% | +7.5% | +7.4% |
| 30D | +12.2% | +3.2% | +9.0% | +11.0% |
| 3M | +57.4% | -5.1% | +62.4% | +59.4% |
| 6M | +86.7% | -2.1% | +88.8% | +85.3% |
| YTD | +33.1% | -0.5% | +33.6% | +30.7% |
| 1Y | +16.1% | +1.1% | +15.0% | +13.3% |
| 3Y | -24.6% | -7.4% | -17.2% | -26.5% |
| 5Y | -63.5% | -44.3% | -19.2% | -53.6% |
| All | -63.5% | -43.9% | -19.5% | -53.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling