+16.5%
BTDR vs AVTR
-64.7%
+81.1%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | 0.0% | -6.5% | -6.5% |
| 7D | -3.2% | -2.0% | -1.1% | -2.6% |
| 30D | +32.7% | +8.1% | +24.6% | +30.2% |
| 3M | -28.4% | +54.2% | -82.6% | -38.0% |
| 6M | +51.7% | +82.6% | -30.9% | +25.4% |
| YTD | +2.9% | +29.8% | -27.0% | -7.5% |
| 1Y | -15.5% | +18.0% | -33.5% | -23.3% |
| 3Y | 0.0% | -26.4% | +26.4% | -0.7% |
| 5Y | +16.5% | -64.8% | +81.3% | +16.5% |
| All | +16.5% | -64.7% | +81.1% | +16.5% |
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