+9.5%
CNC vs AVTR
-64.7%
+74.2%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | -3.9% | -2.0% | -1.8% | -3.6% |
| 30D | +0.8% | +8.1% | -7.3% | -0.2% |
| 3M | +0.1% | +54.2% | -54.1% | -6.1% |
| 6M | +79.7% | +82.6% | -2.9% | +64.2% |
| YTD | +58.9% | +29.8% | +29.1% | +51.7% |
| 1Y | +109.1% | +18.0% | +91.1% | +97.8% |
| 3Y | 0.0% | -26.4% | +26.4% | +2.3% |
| 5Y | +9.5% | -64.8% | +74.3% | +27.9% |
| All | +9.5% | -64.7% | +74.2% | +27.9% |
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