+7.4%
AVTR vs SUI
+20.6%
-13.2%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -1.7% |
| 7D | -0.1% | +3.4% | -3.6% | -2.0% |
| 30D | -0.6% | +4.6% | -5.2% | -3.4% |
| 3M | +13.4% | +1.6% | +11.8% | +11.8% |
| 6M | +87.4% | -3.5% | +90.8% | +89.7% |
| YTD | +35.9% | -1.0% | +36.9% | +35.3% |
| 1Y | +35.4% | -1.7% | +37.1% | +35.3% |
| 3Y | -16.1% | +18.4% | -34.5% | -25.8% |
| 5Y | -59.4% | -26.3% | -33.0% | -53.7% |
| All | +7.4% | +20.6% | -13.2% | +4.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling