-15.5%
AVTR vs WCC
+138.4%
-153.9%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.3% | -2.3% | +0.3% |
| 7D | +0.5% | +3.3% | -2.8% | -0.3% |
| 30D | +1.5% | -9.4% | +11.0% | +3.2% |
| 3M | +14.2% | -10.5% | +24.7% | +15.9% |
| 6M | +97.4% | -10.4% | +107.8% | +98.9% |
| YTD | +37.3% | +34.4% | +2.8% | +22.6% |
| 1Y | +36.8% | +27.7% | +9.1% | +23.9% |
| All | -15.5% | +138.4% | -153.9% | -38.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling