+19.8%
DAL vs AVTR
+84.2%
-64.3%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.2% | 0.0% | +2.0% |
| 7D | +8.8% | -3.6% | +12.4% | +9.1% |
| 30D | +5.4% | +0.8% | +4.6% | +5.3% |
| 3M | -4.9% | +17.4% | -22.3% | -6.2% |
| 6M | +19.8% | +83.5% | -63.7% | +4.4% |
| All | +19.8% | +84.2% | -64.3% | +4.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling