+64.9%
DAL vs AVTR
+2.9%
+62.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.3% | -1.1% | -3.4% |
| 7D | +4.6% | -9.2% | +13.8% | +7.6% |
| 30D | +2.3% | -1.9% | +4.2% | +2.8% |
| 3M | -8.1% | +13.3% | -21.4% | -11.9% |
| 6M | +21.4% | +88.1% | -66.7% | -2.1% |
| YTD | +24.3% | +32.1% | -7.8% | +11.4% |
| 1Y | +47.4% | +30.7% | +16.6% | +32.3% |
| 3Y | +164.6% | -17.6% | +182.2% | +160.6% |
| 5Y | +100.2% | -60.3% | +160.6% | +140.7% |
| All | +64.9% | +2.9% | +62.1% | +39.8% |
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