+3.2%
AVTR vs XHB
+173.7%
-170.4%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.0% | -2.4% | -2.1% |
| 7D | +2.7% | -1.3% | +4.0% | +3.6% |
| 30D | +12.1% | -6.9% | +18.9% | +17.3% |
| 3M | +57.2% | -1.3% | +58.5% | +57.0% |
| 6M | +73.1% | -6.8% | +79.9% | +78.7% |
| YTD | +30.6% | +0.7% | +29.9% | +27.6% |
| 1Y | +13.5% | -11.2% | +24.7% | +21.6% |
| 3Y | -31.0% | +25.3% | -56.3% | -42.0% |
| 5Y | -63.2% | +37.3% | -100.6% | -71.6% |
| All | +3.2% | +173.7% | -170.4% | -51.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling