+22.6%
D vs AVTR
+37.4%
-14.8%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.4% | +4.1% | +4.5% |
| 7D | +8.5% | -6.2% | +14.7% | +8.3% |
| 30D | +14.3% | -1.0% | +15.3% | +14.3% |
| 3M | +1.8% | +14.4% | -12.6% | +2.2% |
| 6M | +13.0% | +95.9% | -82.8% | +16.7% |
| YTD | +22.7% | +36.6% | -13.8% | +24.8% |
| 1Y | +22.6% | +35.1% | -12.5% | +25.1% |
| All | +22.6% | +37.4% | -14.8% | +25.1% |
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