+35.1%
AVTR vs SPYG
+10.8%
+24.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPYG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | -0.1% |
| 7D | -6.2% | -2.8% | -3.5% | -5.3% |
| 30D | -1.0% | -6.2% | +5.2% | +1.3% |
| 3M | +14.4% | -3.6% | +18.0% | +15.8% |
| 6M | +95.9% | +4.8% | +91.1% | +90.8% |
| YTD | +36.6% | +11.0% | +25.6% | +28.1% |
| 1Y | +35.1% | +11.2% | +23.9% | +26.9% |
| All | +35.1% | +10.8% | +24.3% | +26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPYG.
Daily Out/Under-Performance
Portfolio return minus SPYG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPYG 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 1y: compounded portfolio wealth divided by compounded SPYG 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…
1y analysis · Full analysis span regression · 6 months rolling