+3.2%
AVTR vs WCN
+83.2%
-80.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.3% | -0.8% |
| 7D | +2.7% | -0.6% | +3.3% | +3.1% |
| 30D | +12.1% | +0.4% | +11.6% | +11.7% |
| 3M | +57.2% | +7.3% | +49.9% | +50.7% |
| 6M | +73.1% | -2.5% | +75.6% | +73.9% |
| YTD | +30.6% | -5.4% | +36.0% | +33.3% |
| 1Y | +13.5% | -8.5% | +22.0% | +18.6% |
| 3Y | -31.0% | +20.8% | -51.8% | -41.3% |
| 5Y | -63.2% | +30.0% | -93.3% | -71.0% |
| All | +3.2% | +83.2% | -80.0% | -38.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling