+327.7%
BE vs AVTR
+17.0%
+310.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.4% | -0.4% | -3.1% |
| 7D | +23.9% | +1.6% | +22.4% | +24.1% |
| 30D | +27.8% | +8.4% | +19.5% | +28.8% |
| 3M | +3.7% | +50.2% | -46.4% | +6.1% |
| 6M | +78.0% | +82.6% | -4.6% | +83.1% |
| YTD | +209.9% | +29.8% | +180.1% | +209.1% |
| All | +327.7% | +17.0% | +310.7% | +256.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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