+2.6%
AVTR vs SPXU
-98.5%
+101.2%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | +0.6% |
| 7D | -2.0% | +6.4% | -8.4% | +0.1% |
| 30D | +8.1% | +5.9% | +2.1% | +10.5% |
| 3M | +54.2% | -11.7% | +65.9% | +48.1% |
| 6M | +82.6% | -28.7% | +111.3% | +64.8% |
| YTD | +29.8% | -26.4% | +56.2% | +19.4% |
| 1Y | +18.0% | -35.2% | +53.2% | +4.6% |
| 3Y | -26.4% | -79.8% | +53.4% | -51.9% |
| 5Y | -64.8% | -86.1% | +21.2% | -76.3% |
| All | +2.6% | -98.5% | +101.2% | -57.6% |
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