-63.5%
AVTR vs STLA
-62.5%
-1.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.1% | +4.9% | +2.8% |
| 7D | +7.4% | +0.7% | +6.6% | +7.1% |
| 30D | +12.2% | -2.4% | +14.6% | +12.8% |
| 3M | +57.4% | -23.9% | +81.2% | +69.8% |
| 6M | +86.7% | -24.6% | +111.3% | +101.2% |
| YTD | +33.1% | -50.5% | +83.6% | +59.8% |
| 1Y | +16.1% | -39.8% | +56.0% | +30.0% |
| 3Y | -24.6% | -65.6% | +41.0% | -5.6% |
| 5Y | -63.5% | -62.1% | -1.4% | -59.2% |
| All | -63.5% | -62.5% | -1.0% | -59.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling