-65.0%
AVTR vs WPM
+263.6%
-328.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.1% | -2.6% | -0.8% |
| 7D | -1.1% | -0.6% | -0.5% | -1.0% |
| 30D | +6.3% | +14.4% | -8.1% | +4.2% |
| 3M | +53.3% | +37.0% | +16.3% | +46.5% |
| 6M | +78.6% | +4.1% | +74.5% | +76.1% |
| YTD | +29.2% | +31.7% | -2.5% | +22.7% |
| 1Y | +13.8% | +44.2% | -30.3% | +6.4% |
| 3Y | -27.4% | +265.5% | -292.9% | -44.2% |
| All | -65.0% | +263.6% | -328.6% | -74.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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