+36.7%
AVTR vs SUI
-0.1%
+36.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.5% | +3.6% | +2.7% |
| 7D | -3.6% | +6.2% | -9.8% | -5.8% |
| 30D | +0.8% | +8.6% | -7.8% | -2.8% |
| 3M | +17.4% | +1.0% | +16.4% | +16.7% |
| 6M | +83.5% | -2.6% | +86.1% | +85.4% |
| YTD | +35.0% | -0.1% | +35.1% | +35.2% |
| 1Y | +36.7% | +0.5% | +36.2% | +36.7% |
| All | +36.7% | -0.1% | +36.8% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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