+2.1%
AVTR vs SIRI
-36.2%
+38.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.7% |
| 7D | -1.1% | +0.6% | -1.6% | -1.2% |
| 30D | +6.3% | +2.5% | +3.8% | +5.7% |
| 3M | +53.3% | +6.6% | +46.7% | +51.2% |
| 6M | +78.6% | +32.9% | +45.8% | +67.1% |
| YTD | +29.2% | +50.5% | -21.2% | +16.9% |
| 1Y | +13.8% | +28.0% | -14.1% | +6.5% |
| 3Y | -27.4% | -22.4% | -5.0% | -27.7% |
| 5Y | -65.0% | -41.3% | -23.7% | -65.0% |
| All | +2.1% | -36.2% | +38.3% | +2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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