-24.6%
AVTR vs WWD
+164.2%
-188.8%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.0% | +3.9% | +2.3% |
| 7D | +7.4% | +0.8% | +6.6% | +7.2% |
| 30D | +12.2% | -6.4% | +18.6% | +13.8% |
| 3M | +57.4% | -5.6% | +63.0% | +57.7% |
| 6M | +86.7% | -9.1% | +95.8% | +88.4% |
| YTD | +33.1% | +12.5% | +20.6% | +26.3% |
| 1Y | +16.1% | +41.3% | -25.2% | +2.5% |
| 3Y | -24.6% | +170.2% | -194.8% | -51.2% |
| All | -24.6% | +164.2% | -188.8% | -51.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling