-2.0%
AVTR vs SOLS
+20.3%
-22.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.0% | -0.5% | -2.6% |
| 7D | +1.6% | +3.7% | -2.2% | +1.9% |
| 30D | +8.4% | +5.0% | +3.4% | +8.9% |
| 3M | +50.2% | -21.1% | +71.2% | +47.8% |
| 6M | +82.6% | -14.2% | +96.7% | +81.4% |
| YTD | +29.8% | +30.6% | -0.8% | +32.7% |
| All | -2.0% | +20.3% | -22.3% | -0.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling