+13.8%
AVTR vs WAB
+49.7%
-35.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.5% | -0.6% |
| 7D | -1.1% | +0.1% | -1.2% | -1.1% |
| 30D | +6.3% | -4.1% | +10.4% | +6.9% |
| 3M | +53.3% | +8.2% | +45.1% | +48.1% |
| 6M | +78.6% | +15.4% | +63.2% | +67.8% |
| YTD | +29.2% | +33.1% | -3.9% | +13.6% |
| 1Y | +13.8% | +48.1% | -34.2% | -4.5% |
| All | +13.8% | +49.7% | -35.8% | -4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 1y: compounded portfolio wealth divided by compounded WAB 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…
1y analysis · Full analysis span regression · 6 months rolling