+1,055.3%
DELL vs AVTR
-64.7%
+1,120.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | 0.0% | -5.3% | -5.3% |
| 7D | -1.9% | -2.0% | +0.1% | -1.4% |
| 30D | +14.9% | +8.1% | +6.8% | +12.8% |
| 3M | +37.2% | +54.2% | -17.0% | +21.1% |
| 6M | +254.0% | +82.6% | +171.4% | +197.5% |
| YTD | +306.1% | +29.8% | +276.3% | +271.9% |
| 1Y | +312.3% | +18.0% | +294.3% | +279.6% |
| 3Y | +654.0% | -26.4% | +680.5% | +654.4% |
| 5Y | +1,055.3% | -64.8% | +1,120.2% | +1,259.1% |
| All | +1,055.3% | -64.7% | +1,120.0% | +1,259.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling