+2,025.0%
BE vs AVTR
+1.7%
+2,023.3%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.4% | +8.8% | +8.1% |
| 7D | +20.0% | +2.7% | +17.3% | +18.3% |
| 30D | +7.9% | +12.1% | -4.1% | +1.5% |
| 3M | -13.2% | +57.2% | -70.5% | -34.3% |
| 6M | +53.5% | +73.1% | -19.6% | +8.6% |
| YTD | +191.0% | +30.6% | +160.4% | +137.2% |
| 1Y | +360.5% | +13.5% | +347.0% | +281.3% |
| 3Y | +1,568.0% | -31.0% | +1,599.0% | +1,631.1% |
| 5Y | +1,055.2% | -63.2% | +1,118.4% | +1,825.2% |
| All | +2,025.0% | +1.7% | +2,023.3% | +998.0% |
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