+118.4%
DAL vs AVTR
-59.2%
+177.6%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -2.0% | -1.3% |
| 7D | +2.3% | +0.5% | +1.8% | +2.2% |
| 30D | +14.3% | +1.5% | +12.8% | +13.7% |
| 3M | +1.3% | +14.2% | -12.9% | -3.2% |
| 6M | +29.3% | +97.4% | -68.1% | +1.5% |
| YTD | +33.0% | +37.3% | -4.3% | +17.1% |
| 1Y | +59.8% | +36.8% | +23.1% | +40.8% |
| 3Y | +177.2% | -15.2% | +192.4% | +168.5% |
| 5Y | +118.4% | -59.2% | +177.5% | +160.8% |
| All | +118.4% | -59.2% | +177.6% | +160.8% |
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 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