-60.3%
AVTR vs SUI
-26.3%
-34.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.5% | +3.6% | +2.9% |
| 7D | -3.6% | +6.2% | -9.8% | -6.6% |
| 30D | +0.8% | +8.6% | -7.8% | -3.7% |
| 3M | +17.4% | +1.0% | +16.4% | +16.2% |
| 6M | +83.5% | -2.6% | +86.1% | +85.0% |
| YTD | +35.0% | -0.1% | +35.1% | +34.0% |
| 1Y | +36.7% | +0.5% | +36.2% | +35.1% |
| 3Y | -15.3% | +15.3% | -30.6% | -23.3% |
| All | -60.3% | -26.3% | -34.0% | -53.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling