+13.8%
AVTR vs XHB
-14.9%
+28.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | -1.4% |
| 7D | -1.1% | -4.6% | +3.6% | +1.7% |
| 30D | +6.3% | -9.1% | +15.4% | +12.3% |
| 3M | +53.3% | -8.6% | +61.9% | +59.7% |
| 6M | +78.6% | -4.0% | +82.7% | +78.5% |
| YTD | +29.2% | -3.9% | +33.2% | +24.4% |
| 1Y | +13.8% | -16.5% | +30.3% | +54.7% |
| All | +13.8% | -14.9% | +28.7% | +54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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