-53.3%
CSGP vs AVTR
+37.4%
-90.7%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.4% | +3.6% | +3.9% |
| 7D | +18.3% | -6.2% | +24.5% | +19.7% |
| 30D | +17.8% | -1.0% | +18.8% | +18.0% |
| 3M | +9.3% | +14.4% | -5.1% | +6.1% |
| 6M | -7.9% | +95.9% | -103.8% | -23.1% |
| YTD | -51.5% | +36.6% | -88.1% | -53.9% |
| 1Y | -53.3% | +35.1% | -88.5% | -54.8% |
| All | -53.3% | +37.4% | -90.7% | -54.8% |
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 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