+14.1%
BIL vs AVTR
-25.8%
+39.9%
0.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -1.9% | 0.0% |
| 7D | +0.1% | +7.4% | -7.3% | +0.1% |
| 30D | +0.3% | +12.2% | -11.9% | +0.3% |
| 3M | +0.9% | +57.4% | -56.5% | +0.9% |
| 6M | +1.8% | +86.7% | -84.8% | +1.8% |
| YTD | +2.5% | +33.1% | -30.6% | +2.5% |
| 1Y | +3.7% | +16.1% | -12.5% | +3.7% |
| 3Y | +14.1% | -24.6% | +38.7% | +14.1% |
| All | +14.1% | -25.8% | +39.9% | +14.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling