+13.5%
AVTR vs SNY
+2.0%
+11.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.3% |
| 7D | +2.7% | -1.3% | +4.0% | +3.4% |
| 30D | +12.1% | +3.4% | +8.6% | +9.9% |
| 3M | +57.2% | -0.3% | +57.6% | +56.4% |
| 6M | +73.1% | +1.0% | +72.0% | +70.1% |
| YTD | +30.6% | -3.6% | +34.3% | +32.8% |
| 1Y | +13.5% | +3.0% | +10.5% | +2.9% |
| All | +13.5% | +2.0% | +11.5% | +2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 SNY 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