+13.8%
AVTR vs WY
-9.1%
+22.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.6% |
| 7D | -1.1% | -4.2% | +3.1% | +0.8% |
| 30D | +6.3% | -10.1% | +16.4% | +11.5% |
| 3M | +53.3% | -8.5% | +61.8% | +59.2% |
| 6M | +78.6% | -3.3% | +82.0% | +79.6% |
| YTD | +29.2% | -4.4% | +33.6% | +26.2% |
| 1Y | +13.8% | -11.5% | +25.3% | +29.7% |
| All | +13.8% | -9.1% | +22.9% | +29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 1y: compounded portfolio wealth divided by compounded WY 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…
1y analysis · Full analysis span regression · 6 months rolling