+358.3%
DELL vs AVTR
+16.7%
+341.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.5% | +12.4% | +12.1% |
| 7D | +8.2% | -1.1% | +9.3% | +8.4% |
| 30D | +17.1% | +6.3% | +10.8% | +15.9% |
| 3M | +45.2% | +53.3% | -8.2% | +30.4% |
| 6M | +286.8% | +78.6% | +208.1% | +231.3% |
| YTD | +354.8% | +29.2% | +325.5% | +316.5% |
| 1Y | +358.3% | +13.8% | +344.4% | +311.7% |
| All | +358.3% | +16.7% | +341.6% | +311.7% |
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