+2.6%
AVTR vs SPG
+74.9%
-72.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.4% | 0.0% | -1.6% |
| 7D | +1.6% | -1.7% | +3.2% | +2.2% |
| 30D | +8.4% | -6.3% | +14.6% | +10.7% |
| 3M | +50.2% | -2.4% | +52.6% | +51.4% |
| 6M | +82.6% | +9.6% | +72.9% | +77.0% |
| YTD | +29.8% | +14.2% | +15.6% | +24.2% |
| 1Y | +16.0% | +19.3% | -3.3% | +9.6% |
| 3Y | -26.4% | +106.7% | -133.2% | -41.6% |
| 5Y | -64.5% | +104.2% | -168.7% | -72.1% |
| All | +2.6% | +74.9% | -72.3% | -22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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