+35.1%
AVTR vs WCN
+16.1%
+19.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.8% | -2.4% | 0.0% |
| 7D | -6.2% | +6.7% | -12.9% | -7.1% |
| 30D | -1.0% | +24.3% | -25.3% | -4.5% |
| 3M | +14.4% | +16.1% | -1.7% | +11.6% |
| 6M | +95.9% | +19.9% | +75.9% | +91.1% |
| YTD | +36.6% | +10.1% | +26.5% | +37.8% |
| 1Y | +35.1% | +14.4% | +20.7% | +34.7% |
| All | +35.1% | +16.1% | +19.1% | +34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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