-64.5%
AVTR vs WCC
+228.2%
-292.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.3% | -1.1% | -2.1% |
| 7D | +1.6% | +6.8% | -5.2% | 0.0% |
| 30D | +8.4% | -3.0% | +11.4% | +9.0% |
| 3M | +50.2% | +0.2% | +49.9% | +48.6% |
| 6M | +82.6% | +33.2% | +49.4% | +66.2% |
| YTD | +29.8% | +45.8% | -16.0% | +14.7% |
| 1Y | +16.0% | +68.4% | -52.4% | -2.2% |
| 3Y | -26.4% | +131.1% | -157.6% | -45.8% |
| 5Y | -64.5% | +225.6% | -290.1% | -77.7% |
| All | -64.5% | +228.2% | -292.7% | -77.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling