+18.5%
CNC vs AVTR
+0.6%
+17.9%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.0% | +1.7% |
| 7D | -0.9% | -1.1% | +0.1% | -0.7% |
| 30D | -1.0% | +6.3% | -7.3% | -2.3% |
| 3M | +4.5% | +53.3% | -48.8% | -5.4% |
| 6M | +85.2% | +78.6% | +6.6% | +61.5% |
| YTD | +61.4% | +29.2% | +32.2% | +50.2% |
| 1Y | +94.9% | +13.8% | +81.1% | +82.0% |
| 3Y | 0.0% | -27.4% | +27.4% | +1.8% |
| 5Y | +11.2% | -65.0% | +76.2% | +37.8% |
| All | +18.5% | +0.6% | +17.9% | +0.7% |
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