+35.1%
AVTR vs SOLS
+37.2%
-2.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -6.5% | +6.9% | +0.1% |
| 7D | -6.2% | -8.8% | +2.5% | -6.6% |
| 30D | -1.0% | -0.6% | -0.4% | -0.9% |
| 3M | +14.4% | -9.0% | +23.4% | +14.2% |
| 6M | +95.9% | -28.7% | +124.5% | +93.7% |
| YTD | +36.6% | +19.2% | +17.4% | +30.2% |
| 1Y | +35.1% | +32.6% | +2.5% | +24.9% |
| All | +35.1% | +37.2% | -2.1% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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