-59.6%
AVTR vs SPXU
-83.3%
+23.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.7% | -0.1% |
| 7D | +0.5% | -7.6% | +8.0% | -1.9% |
| 30D | -1.0% | +5.3% | -6.3% | +1.3% |
| 3M | +12.2% | +9.6% | +2.6% | +16.6% |
| 6M | +97.5% | -4.5% | +102.0% | +97.5% |
| YTD | +35.6% | -25.9% | +61.5% | +26.6% |
| 1Y | +32.8% | -28.9% | +61.7% | +22.7% |
| 3Y | -16.5% | -80.5% | +64.0% | -43.9% |
| All | -59.6% | -83.3% | +23.6% | -70.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling