-58.8%
BSX vs AVTR
+16.7%
-75.5%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.3% |
| 7D | -10.1% | -1.1% | -9.0% | -10.1% |
| 30D | -16.4% | +6.3% | -22.7% | -16.4% |
| 3M | -8.9% | +53.3% | -62.2% | -8.6% |
| 6M | -38.3% | +78.6% | -116.9% | -37.7% |
| YTD | -54.9% | +29.2% | -84.2% | -54.5% |
| 1Y | -58.8% | +13.8% | -72.6% | -58.6% |
| All | -58.8% | +16.7% | -75.5% | -58.6% |
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