+7.7%
AVTR vs TECH
+51.1%
-43.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | +3.2% | +0.2% | +2.9% | +3.0% |
| 30D | +0.5% | +0.5% | 0.0% | +0.2% |
| 3M | +12.1% | +1.0% | +11.2% | +11.5% |
| 6M | +91.2% | +54.1% | +37.1% | +46.7% |
| YTD | +36.3% | +24.4% | +11.9% | +15.4% |
| 1Y | +35.2% | +19.3% | +15.9% | +17.5% |
| 3Y | -15.8% | +28.5% | -44.4% | -33.1% |
| 5Y | -58.9% | -41.0% | -18.0% | -48.6% |
| All | +7.7% | +51.1% | -43.3% | -36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling