+1,570.1%
DELL vs AVTR
+3.6%
+1,566.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.9% | 0.0% | +1.3% |
| 7D | +25.6% | +7.4% | +18.2% | +23.1% |
| 30D | +17.7% | +12.2% | +5.4% | +13.8% |
| 3M | +33.4% | +57.4% | -23.9% | +14.5% |
| 6M | +266.2% | +86.7% | +179.5% | +197.2% |
| YTD | +328.0% | +33.1% | +294.9% | +283.9% |
| 1Y | +339.6% | +16.1% | +323.4% | +302.9% |
| 3Y | +694.6% | -24.6% | +719.2% | +697.1% |
| 5Y | +1,122.0% | -63.5% | +1,185.5% | +1,436.3% |
| All | +1,570.1% | +3.6% | +1,566.5% | +1,088.5% |
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