-24.6%
AVTR vs SMTC
+556.3%
-580.9%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +10.0% | -8.1% | +0.8% |
| 7D | +7.4% | +22.9% | -15.6% | +4.9% |
| 30D | +12.2% | +16.6% | -4.4% | +9.7% |
| 3M | +57.4% | +2.4% | +55.0% | +55.1% |
| 6M | +86.7% | +98.3% | -11.6% | +65.8% |
| YTD | +33.1% | +120.7% | -87.6% | +15.9% |
| 1Y | +16.1% | +168.3% | -152.1% | -2.4% |
| 3Y | -24.6% | +571.7% | -596.3% | -51.1% |
| All | -24.6% | +556.3% | -580.9% | -51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 3y: compounded portfolio wealth divided by compounded SMTC 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…
3y analysis · Full analysis span regression · 6 months rolling