-27.1%
AVTR vs WCN
+19.5%
-46.6%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.3% | -2.0% |
| 7D | +1.6% | -1.7% | +3.3% | +2.2% |
| 30D | +8.4% | -3.0% | +11.4% | +9.5% |
| 3M | +50.2% | +2.5% | +47.6% | +49.1% |
| 6M | +82.6% | -5.7% | +88.3% | +86.8% |
| YTD | +29.8% | -7.4% | +37.3% | +33.7% |
| 1Y | +16.0% | -8.6% | +24.6% | +20.4% |
| All | -27.1% | +19.5% | -46.6% | -29.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling