-41.5%
BROS vs AVTR
+36.2%
-77.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.7% | -3.0% | -3.5% |
| 7D | -2.5% | +3.2% | -5.7% | -3.4% |
| 30D | -11.2% | +0.5% | -11.7% | -11.3% |
| 3M | -33.9% | +12.1% | -46.1% | -36.3% |
| 6M | -33.5% | +91.2% | -124.7% | -48.6% |
| YTD | -44.9% | +36.3% | -81.2% | -51.8% |
| 1Y | -41.5% | +35.2% | -76.7% | -48.5% |
| All | -41.5% | +36.2% | -77.7% | -48.5% |
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 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