+45.6%
BMY vs AVTR
+37.4%
+8.2%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.4% | +3.6% | +4.0% |
| 7D | +6.0% | -6.2% | +12.2% | +6.3% |
| 30D | +9.1% | -1.0% | +10.2% | +9.2% |
| 3M | -2.6% | +14.4% | -17.0% | -3.5% |
| 6M | +13.1% | +95.9% | -82.7% | +6.4% |
| YTD | +23.0% | +36.6% | -13.5% | +21.1% |
| 1Y | +45.6% | +35.1% | +10.4% | +43.2% |
| All | +45.6% | +37.4% | +8.2% | +43.2% |
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