+678.3%
DELL vs AVTR
-26.6%
+704.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.4% | +2.7% | +0.8% |
| 7D | +8.7% | +1.6% | +7.2% | +8.4% |
| 30D | +16.9% | +8.4% | +8.5% | +15.0% |
| 3M | +40.4% | +50.2% | -9.7% | +26.4% |
| 6M | +267.1% | +82.6% | +184.5% | +213.6% |
| YTD | +329.1% | +29.8% | +299.3% | +295.6% |
| 1Y | +346.9% | +16.0% | +330.9% | +314.3% |
| All | +678.3% | -26.6% | +704.9% | +700.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling