+102.9%
BP vs AVTR
-59.2%
+162.0%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.8% | -2.7% | -0.1% |
| 7D | -6.9% | +1.9% | -8.8% | -7.0% |
| 30D | -3.6% | +1.5% | -5.1% | -3.7% |
| 3M | +8.4% | +17.1% | -8.6% | +7.0% |
| 6M | +5.3% | +91.5% | -86.1% | -0.4% |
| YTD | +33.2% | +38.8% | -5.7% | +29.4% |
| 1Y | +28.2% | +37.7% | -9.6% | +24.6% |
| 3Y | +49.2% | -13.5% | +62.7% | +48.4% |
| 5Y | +102.9% | -59.3% | +162.2% | +108.5% |
| All | +102.9% | -59.2% | +162.0% | +108.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling