+1,596.9%
BE vs AVTR
+6.1%
+1,590.8%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.7% | -2.9% | -3.2% |
| 7D | +20.5% | +3.2% | +17.4% | +18.9% |
| 30D | -23.4% | +0.5% | -23.8% | -23.3% |
| 3M | -14.9% | +12.1% | -27.0% | -19.8% |
| 6M | -28.1% | +91.2% | -119.2% | -51.4% |
| YTD | +132.4% | +36.3% | +96.1% | +85.5% |
| 1Y | +59.4% | +35.2% | +24.1% | +26.2% |
| 3Y | +1,815.8% | -15.8% | +1,831.7% | +1,611.5% |
| 5Y | +491.3% | -58.9% | +550.2% | +824.9% |
| All | +1,596.9% | +6.1% | +1,590.8% | +758.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling