+3.2%
AVTR vs WWD
+228.8%
-225.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.5% | -1.8% |
| 7D | +2.7% | +1.3% | +1.4% | +2.2% |
| 30D | +12.1% | -7.2% | +19.2% | +14.8% |
| 3M | +57.2% | -3.8% | +61.1% | +57.7% |
| 6M | +73.1% | -9.9% | +83.0% | +76.8% |
| YTD | +30.6% | +14.8% | +15.8% | +21.5% |
| 1Y | +13.5% | +42.1% | -28.6% | -3.2% |
| 3Y | -31.0% | +170.8% | -201.8% | -55.4% |
| 5Y | -63.2% | +197.5% | -260.7% | -77.8% |
| All | +3.2% | +228.8% | -225.5% | -39.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling