+25.6%
CTAS vs AVTR
+37.4%
-11.8%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.4% | +2.0% | +2.3% |
| 7D | +7.6% | -6.2% | +13.9% | +8.5% |
| 30D | +17.2% | -1.0% | +18.2% | +17.3% |
| 3M | +12.8% | +14.4% | -1.6% | +10.8% |
| 6M | +38.0% | +95.9% | -57.9% | +27.6% |
| YTD | +22.7% | +36.6% | -13.9% | +17.0% |
| 1Y | +25.6% | +35.1% | -9.5% | +20.2% |
| All | +25.6% | +37.4% | -11.8% | +20.2% |
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