+54.5%
DAL vs AVTR
+1.7%
+52.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.4% | +3.3% | +2.2% |
| 7D | +0.1% | +2.7% | -2.6% | -0.7% |
| 30D | -13.9% | +12.1% | -26.0% | -17.0% |
| 3M | +1.1% | +57.2% | -56.2% | -13.3% |
| 6M | +26.2% | +73.1% | -46.8% | +4.6% |
| YTD | +16.4% | +30.6% | -14.2% | +5.0% |
| 1Y | +33.9% | +13.5% | +20.4% | +23.1% |
| 3Y | +93.4% | -31.0% | +124.4% | +101.5% |
| 5Y | +106.4% | -63.2% | +169.6% | +153.3% |
| All | +54.5% | +1.7% | +52.8% | +31.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling