+7.7%
AVTR vs WWD
+215.2%
-207.4%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.0% | +1.3% | 0.0% |
| 7D | +3.2% | +8.2% | -5.0% | +0.4% |
| 30D | +0.5% | -0.2% | +0.6% | +0.2% |
| 3M | +12.1% | -8.4% | +20.5% | +14.9% |
| 6M | +91.2% | -9.5% | +100.7% | +94.8% |
| YTD | +36.3% | +10.1% | +26.2% | +28.0% |
| 1Y | +35.2% | +21.6% | +13.7% | +22.0% |
| 3Y | -15.8% | +149.6% | -165.4% | -44.2% |
| 5Y | -58.9% | +191.3% | -250.2% | -75.1% |
| All | +7.7% | +215.2% | -207.4% | -36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 10y: compounded portfolio wealth divided by compounded WWD 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…
10y analysis · Full analysis span regression · 6 months rolling