-27.1%
AVTR vs SPXU
-79.8%
+52.7%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.4% | -3.8% | -2.0% |
| 7D | +1.6% | +1.3% | +0.3% | +2.1% |
| 30D | +8.4% | +5.1% | +3.3% | +10.4% |
| 3M | +50.2% | -9.1% | +59.3% | +46.0% |
| 6M | +82.6% | -29.6% | +112.2% | +64.6% |
| YTD | +29.8% | -27.7% | +57.5% | +19.0% |
| 1Y | +16.0% | -37.0% | +52.9% | +2.3% |
| All | -27.1% | -79.8% | +52.7% | -51.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling