+2.6%
AVTR vs TECH
+49.5%
-46.9%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | -2.0% | -0.5% | -1.5% | -1.8% |
| 30D | +8.1% | 0.0% | +8.0% | +8.1% |
| 3M | +54.2% | +37.4% | +16.7% | +26.3% |
| 6M | +82.6% | +36.9% | +45.7% | +46.1% |
| YTD | +29.8% | +23.1% | +6.8% | +10.6% |
| 1Y | +18.0% | +42.2% | -24.2% | -7.2% |
| 3Y | -26.4% | +1.9% | -28.4% | -32.7% |
| 5Y | -64.8% | -42.9% | -21.9% | -55.2% |
| All | +2.6% | +49.5% | -46.9% | -39.3% |
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