+3.2%
AVTR vs TECH
+50.2%
-47.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +2.7% | +0.1% | +2.6% | +2.6% |
| 30D | +12.1% | +0.7% | +11.3% | +11.6% |
| 3M | +57.2% | +36.3% | +20.9% | +29.5% |
| 6M | +73.1% | +25.6% | +47.5% | +45.9% |
| YTD | +30.6% | +23.7% | +6.9% | +10.9% |
| 1Y | +13.5% | +37.6% | -24.1% | -9.1% |
| 3Y | -31.0% | -6.6% | -24.4% | -33.3% |
| 5Y | -63.2% | -42.2% | -21.0% | -53.5% |
| All | +3.2% | +50.2% | -47.0% | -39.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling