+35.2%
AVTR vs WCC
+27.1%
+8.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +3.2% | +14.2% | -11.1% | +2.0% |
| 30D | +0.5% | -9.8% | +10.3% | +1.0% |
| 3M | +12.1% | -10.1% | +22.3% | +12.6% |
| 6M | +91.2% | -9.4% | +100.6% | +93.0% |
| YTD | +36.3% | +34.4% | +1.9% | +16.6% |
| 1Y | +35.2% | +23.3% | +12.0% | +21.4% |
| All | +35.2% | +27.1% | +8.1% | +21.4% |
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