-24.6%
AVTR vs SPY
+78.7%
-103.3%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.4% | +2.4% |
| 7D | +7.4% | +0.5% | +6.8% | +6.9% |
| 30D | +12.2% | -0.9% | +13.2% | +13.3% |
| 3M | +57.4% | +3.9% | +53.5% | +51.0% |
| 6M | +86.7% | +14.5% | +72.1% | +62.2% |
| YTD | +33.1% | +12.9% | +20.2% | +17.6% |
| 1Y | +16.1% | +19.4% | -3.2% | -2.9% |
| 3Y | -24.6% | +78.5% | -103.1% | -56.8% |
| All | -24.6% | +78.7% | -103.3% | -56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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