+1,227.8%
BE vs AVTR
-64.4%
+1,292.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.4% | -0.4% | -2.1% |
| 7D | +23.9% | +1.6% | +22.4% | +23.4% |
| 30D | +27.8% | +8.4% | +19.5% | +24.7% |
| 3M | +3.7% | +50.2% | -46.4% | -11.1% |
| 6M | +78.0% | +82.6% | -4.6% | +40.6% |
| YTD | +209.9% | +29.8% | +180.1% | +175.5% |
| 1Y | +389.6% | +16.0% | +373.6% | +331.9% |
| 3Y | +1,730.6% | -26.4% | +1,757.0% | +1,762.4% |
| 5Y | +1,227.8% | -64.5% | +1,292.3% | +1,958.9% |
| All | +1,227.8% | -64.4% | +1,292.3% | +1,958.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling