+8.5%
AVTR vs WCC
+556.9%
-548.4%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.3% | -2.3% | +0.1% |
| 7D | +0.5% | +3.3% | -2.8% | -0.6% |
| 30D | +1.5% | -9.4% | +11.0% | +3.8% |
| 3M | +14.2% | -10.5% | +24.7% | +16.5% |
| 6M | +97.4% | -10.4% | +107.8% | +98.8% |
| YTD | +37.3% | +34.4% | +2.8% | +20.4% |
| 1Y | +36.8% | +27.7% | +9.1% | +21.8% |
| 3Y | -15.2% | +137.9% | -153.2% | -41.6% |
| 5Y | -59.2% | +147.0% | -206.2% | -73.9% |
| All | +8.5% | +556.9% | -548.4% | -62.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling