+16.0%
AVTR vs STLA
-41.2%
+57.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.9% | -0.6% | -2.0% |
| 7D | +1.6% | +0.4% | +1.2% | +1.4% |
| 30D | +8.4% | -5.2% | +13.6% | +9.5% |
| 3M | +50.2% | -24.9% | +75.0% | +58.5% |
| 6M | +82.6% | -25.2% | +107.8% | +93.1% |
| YTD | +29.8% | -51.4% | +81.3% | +49.5% |
| 1Y | +16.0% | -40.7% | +56.7% | +19.5% |
| All | +16.0% | -41.2% | +57.2% | +19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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