+5.2%
AVTR vs SPXU
-98.6%
+103.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.7% | +0.2% | +2.5% |
| 7D | +7.4% | -1.5% | +8.9% | +6.9% |
| 30D | +12.2% | +3.7% | +8.5% | +13.8% |
| 3M | +57.4% | -9.6% | +66.9% | +52.5% |
| 6M | +86.7% | -32.4% | +119.0% | +65.3% |
| YTD | +33.1% | -28.7% | +61.8% | +21.0% |
| 1Y | +16.1% | -38.2% | +54.4% | +1.3% |
| 3Y | -24.6% | -80.4% | +55.8% | -51.2% |
| 5Y | -63.5% | -86.0% | +22.5% | -75.4% |
| All | +5.2% | -98.6% | +103.8% | -57.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling