+866.7%
CIEN vs AVTR
+1.1%
+865.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +5.4% | -2.0% | +7.4% | +5.9% |
| 30D | -13.7% | +8.1% | -21.7% | -15.4% |
| 3M | -23.0% | +54.2% | -77.2% | -32.0% |
| 6M | -0.8% | +82.6% | -83.4% | -17.3% |
| YTD | +43.1% | +29.8% | +13.2% | +30.4% |
| 1Y | +157.6% | +18.0% | +139.6% | +136.1% |
| 3Y | +593.8% | -26.4% | +620.3% | +607.9% |
| 5Y | +520.6% | -64.8% | +585.4% | +677.0% |
| All | +866.7% | +1.1% | +865.6% | +851.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling