+13.5%
AVTR vs WCC
+61.8%
-48.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.9% | -5.3% | -1.7% |
| 7D | +2.7% | +4.5% | -1.8% | +2.3% |
| 30D | +12.1% | -5.8% | +17.8% | +12.5% |
| 3M | +57.2% | -3.7% | +60.9% | +58.6% |
| 6M | +73.1% | +23.1% | +50.0% | +65.3% |
| YTD | +30.6% | +44.2% | -13.5% | +20.6% |
| 1Y | +13.5% | +62.1% | -48.6% | +4.6% |
| All | +13.5% | +61.8% | -48.3% | +4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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