+41.7%
BMY vs AVTR
+17.0%
+24.7%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -6.4% | -2.0% | -4.3% | -6.2% |
| 30D | +0.2% | +8.1% | -7.8% | -0.4% |
| 3M | +16.0% | +54.2% | -38.2% | +11.7% |
| 6M | +8.3% | +82.6% | -74.3% | +2.3% |
| YTD | +22.2% | +29.8% | -7.7% | +19.4% |
| 1Y | +41.7% | +18.0% | +23.7% | +32.8% |
| All | +41.7% | +17.0% | +24.7% | +32.8% |
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