+7.2%
AVTR vs SPXU
-98.5%
+105.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.7% | -0.1% |
| 7D | +0.5% | -7.6% | +8.0% | -2.1% |
| 30D | -1.0% | +5.3% | -6.3% | +1.5% |
| 3M | +12.2% | +9.6% | +2.6% | +17.0% |
| 6M | +97.5% | -4.5% | +102.0% | +97.4% |
| YTD | +35.6% | -25.9% | +61.5% | +25.9% |
| 1Y | +32.8% | -28.9% | +61.7% | +22.0% |
| 3Y | -16.5% | -80.5% | +64.0% | -45.9% |
| 5Y | -59.1% | -83.4% | +24.2% | -70.6% |
| All | +7.2% | -98.5% | +105.7% | -55.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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