+3.2%
AVTR vs SUI
+19.6%
-16.4%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.3% |
| 7D | +2.7% | -2.8% | +5.5% | +4.2% |
| 30D | +12.1% | -1.2% | +13.2% | +12.6% |
| 3M | +57.2% | -1.7% | +59.0% | +58.6% |
| 6M | +73.1% | -10.5% | +83.5% | +83.2% |
| YTD | +30.6% | -1.8% | +32.5% | +31.3% |
| 1Y | +13.5% | -4.1% | +17.6% | +15.7% |
| 3Y | -31.0% | +11.3% | -42.3% | -36.7% |
| 5Y | -63.2% | -32.1% | -31.1% | -56.0% |
| All | +3.2% | +19.6% | -16.4% | +1.0% |
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