+20.7%
DHI vs AVTR
-27.0%
+47.7%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +1.8% |
| 7D | -3.4% | -1.1% | -2.3% | -3.2% |
| 30D | -5.4% | +6.3% | -11.8% | -6.9% |
| 3M | -10.4% | +53.3% | -63.8% | -20.3% |
| 6M | -2.8% | +78.6% | -81.4% | -17.3% |
| YTD | -3.4% | +29.2% | -32.6% | -11.1% |
| 1Y | -22.9% | +13.8% | -36.7% | -27.7% |
| 3Y | +20.7% | -27.4% | +48.1% | +27.2% |
| All | +20.7% | -27.0% | +47.7% | +27.2% |
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