+7.4%
AVTR vs TECH
+51.0%
-43.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | -0.1% | +0.2% | -0.3% | -0.3% |
| 30D | -0.6% | +0.5% | -1.1% | -0.9% |
| 3M | +13.4% | +1.1% | +12.3% | +12.7% |
| 6M | +87.4% | +51.0% | +36.3% | +45.5% |
| YTD | +35.9% | +24.4% | +11.5% | +15.0% |
| 1Y | +35.4% | +27.4% | +7.9% | +12.8% |
| 3Y | -16.1% | +28.5% | -44.6% | -33.3% |
| 5Y | -59.4% | -40.9% | -18.5% | -49.2% |
| All | +7.4% | +51.0% | -43.6% | -36.9% |
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